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FDx Advisors’s ProShares Ultra Russell2000 UWM Stock Holding History

FDx Advisors’s Portfolio UWM Stock Details UWM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-7,888
Closed -$228K – 1244
2017
Q1 		$228K Sell
7,888
-13,468
-63% -$384K 0.01% 1073
2016
Q4 		$595K Buy
+21,356
New +$535K 0.02% 705

Other funds holding UWM

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
OIM
Orca Investment Management Roseburg, Oregon $118M AUM 36.88% 1-Year Est. Return
IFWM
Institute for Wealth Management Denver, Colorado $938M AUM 29.36% 1-Year Est. Return
VKH
Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return
AFP
Ausdal Financial Partners Davenport, Iowa $2.25B AUM 20.11% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

FDx Advisors's UWM Position: Q2 2017 in Review

FDx Advisors sold out of ProShares Ultra Russell2000 (UWM) in Q2 2017, closing a stake of 7,888 shares — an estimated $228K sold.

FDx Advisors first reported a position in UWM in Q4 2016 and held it in 2 quarters. The position peaked at $595K in Q4 2016. 36 funds tracked by Wall St. Rank hold UWM as of Q2 2017.

  • FDx Advisors reported no remaining ProShares Ultra Russell2000 position as of Q2 2017 after selling out during the quarter.
  • FDx Advisors sold 7,888 ProShares Ultra Russell2000 shares in Q2 2017, an estimated $228K.
  • FDx Advisors first reported a position in ProShares Ultra Russell2000 in Q4 2016 and held it in 2 quarters.
  • FDx Advisors's ProShares Ultra Russell2000 position peaked at $595K in Q4 2016.
  • 36 funds tracked by Wall St. Rank held ProShares Ultra Russell2000 as of Q2 2017.

Based on FDx Advisors's 13F filing for Q2 2017, filed 11 Aug 2017.