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Financial Architects (New Jersey)’s ProShares Ultra Russell2000 UWM Stock Holding History

Financial Architects (New Jersey)’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
2013
Q4 		– Sell
-7,420
Closed -$134K – 546
2013
Q3 		$134K Hold
7,420
– – 0.09% 158
2013
Q2 		$111K Buy
+7,420
New +$108K 0.08% 157

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VF
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Susquehanna International Group
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Tower Research Capital (TRC)
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Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PP
Pension Partners New York $72.6M AUM
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
ST
Scout Trading New York $61.9M AUM

Financial Architects (New Jersey)'s UWM Position: Q4 2013 in Review

Financial Architects (New Jersey) sold out of ProShares Ultra Russell2000 (UWM) in Q4 2013, closing a stake of 7,420 shares — an estimated $134K sold.

Financial Architects (New Jersey) first reported a position in UWM in Q2 2013 and held it in 2 quarters. The position peaked at $134K in Q3 2013. 32 funds tracked by Wall St. Rank hold UWM as of Q4 2013.

  • Financial Architects (New Jersey) reported no remaining ProShares Ultra Russell2000 position as of Q4 2013 after selling out during the quarter.
  • Financial Architects (New Jersey) sold 7,420 ProShares Ultra Russell2000 shares in Q4 2013, an estimated $134K.
  • Financial Architects (New Jersey) first reported a position in ProShares Ultra Russell2000 in Q2 2013 and held it in 2 quarters.
  • Financial Architects (New Jersey)'s ProShares Ultra Russell2000 position peaked at $134K in Q3 2013.
  • 32 funds tracked by Wall St. Rank held ProShares Ultra Russell2000 as of Q4 2013.

Based on Financial Architects (New Jersey)'s 13F filing for Q4 2013, filed 7 Feb 2014.