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Gupta Wealth Management’s ProShares Ultra Russell2000 UWM Stock Holding History

Gupta Wealth Management’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
2015
Q3 		– Sell
-424
Closed -$10K – 1350
2015
Q2 		$10K Buy
+424
New +$10.4K ﹤0.01% 901

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Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CWM
Concert Wealth Management San Jose, California $24.7M AUM 14.91% 1-Year Est. Return
WSTAM
Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return
VKH
Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Gupta Wealth Management's UWM Position: Q3 2015 in Review

Gupta Wealth Management sold out of ProShares Ultra Russell2000 (UWM) in Q3 2015, closing a stake of 424 shares — an estimated $10K sold.

Gupta Wealth Management first reported a position in UWM in Q2 2015 and held it in 1 quarter. The position peaked at $10K in Q2 2015. 31 funds tracked by Wall St. Rank hold UWM as of Q3 2015.

  • Gupta Wealth Management reported no remaining ProShares Ultra Russell2000 position as of Q3 2015 after selling out during the quarter.
  • Gupta Wealth Management sold 424 ProShares Ultra Russell2000 shares in Q3 2015, an estimated $10K.
  • Gupta Wealth Management first reported a position in ProShares Ultra Russell2000 in Q2 2015 and held it in 1 quarter.
  • Gupta Wealth Management's ProShares Ultra Russell2000 position peaked at $10K in Q2 2015.
  • 31 funds tracked by Wall St. Rank held ProShares Ultra Russell2000 as of Q3 2015.

Based on Gupta Wealth Management's 13F filing for Q3 2015, filed 18 Nov 2015.