FPFS
ULQ

First Personal Financial Services’s CLAYMORE US CAPITAL MARKETS MICRO-TERM FIXED INCOME ETF ULQ Stock Holding History

First Personal Financial Services’s Portfolio ULQ Stock Details ULQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-222
Closed -$11K – 427
2015
Q4 		$11K Buy
+222
New +$11K 0.01% 293

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AIM
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UBS Group
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SWP
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ACM
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Morgan Stanley
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Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

First Personal Financial Services's ULQ Position: Q1 2016 in Review

First Personal Financial Services sold out of CLAYMORE US CAPITAL MARKETS MICRO-TERM FIXED INCOME ETF (ULQ) in Q1 2016, closing a stake of 222 shares — an estimated $11K sold.

First Personal Financial Services first reported a position in ULQ in Q4 2015 and held it in 1 quarter. The position peaked at $11K in Q4 2015. 81 funds tracked by Wall St. Rank hold ULQ as of Q1 2016.

  • First Personal Financial Services reported no remaining CLAYMORE US CAPITAL MARKETS MICRO-TERM FIXED INCOME ETF position as of Q1 2016 after selling out during the quarter.
  • First Personal Financial Services sold 222 CLAYMORE US CAPITAL MARKETS MICRO-TERM FIXED INCOME ETF shares in Q1 2016, an estimated $11K.
  • First Personal Financial Services first reported a position in CLAYMORE US CAPITAL MARKETS MICRO-TERM FIXED INCOME ETF in Q4 2015 and held it in 1 quarter.
  • First Personal Financial Services's CLAYMORE US CAPITAL MARKETS MICRO-TERM FIXED INCOME ETF position peaked at $11K in Q4 2015.
  • 81 funds tracked by Wall St. Rank held CLAYMORE US CAPITAL MARKETS MICRO-TERM FIXED INCOME ETF as of Q1 2016.

Based on First Personal Financial Services's 13F filing for Q1 2016, filed 11 May 2016.