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Flagship Harbor Advisors’s ProShares Ultra Russell2000 UWM Stock Holding History

Flagship Harbor 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
2020
Q3 		– Sell
-2,132
Closed -$51K – 2166
2020
Q2 		$51K Buy
+2,132
New +$44.6K 0.01% 855
2018
Q4 		– Sell
-662
Closed -$27K – 2103
2018
Q3 		$27K Sell
662
-36
-5% -$1.53K 0.01% 1021
2018
Q2 		$27K Buy
+698
New +$26.7K 0.01% 1010

Other funds holding UWM

FI
FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return
CC
Cedar Capital Barrington, Illinois $54.9M AUM 33.3% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
IFWM
Institute for Wealth Management Denver, Colorado $1.13B AUM 39.73% 1-Year Est. Return
FA
Forefront Analytics West Conshohocken, Pennsylvania $92M AUM 25.18% 1-Year Est. Return
HIS
Harvest Investment Services Oakbrook Terrace, Illinois $647M AUM 89.3% 1-Year Est. Return

Flagship Harbor Advisors's UWM Position: Q3 2020 in Review

Flagship Harbor Advisors sold out of ProShares Ultra Russell2000 (UWM) in Q3 2020, closing a stake of 2,132 shares — an estimated $51K sold.

Flagship Harbor Advisors first reported a position in UWM in Q2 2018 and held it in 3 quarters. The position peaked at $51K in Q2 2020. 33 funds tracked by Wall St. Rank hold UWM as of Q3 2020.

  • Flagship Harbor Advisors reported no remaining ProShares Ultra Russell2000 position as of Q3 2020 after selling out during the quarter.
  • Flagship Harbor Advisors sold 2,132 ProShares Ultra Russell2000 shares in Q3 2020, an estimated $51K.
  • Flagship Harbor Advisors first reported a position in ProShares Ultra Russell2000 in Q2 2018 and held it in 3 quarters.
  • Flagship Harbor Advisors's ProShares Ultra Russell2000 position peaked at $51K in Q2 2020.
  • 33 funds tracked by Wall St. Rank held ProShares Ultra Russell2000 as of Q3 2020.

Based on Flagship Harbor Advisors's 13F filing for Q3 2020, filed 13 Oct 2020.