IPC
ULQ

Independent Portfolio Consultants’s CLAYMORE US CAPITAL MARKETS MICRO-TERM FIXED INCOME ETF ULQ Stock Holding History

Independent Portfolio Consultants’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
2015
Q3 		– Sell
-140
Closed -$7K – 923
2015
Q2 		$7K Hold
140
– – ﹤0.01% 792
2015
Q1 		$7K Sell
140
-380
-73% -$19K ﹤0.01% 750
2014
Q4 		$26K Hold
520
– – 0.01% 662
2014
Q3 		$26K Hold
520
– – 0.01% 690
2014
Q2 		$26K Buy
+520
New +$26K 0.01% 743

Other funds holding ULQ

LTI
Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BCMO
Buckingham Capital Management (Ohio) Dayton, Ohio $872M AUM 18.49% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WCM
Weatherstone Capital Management Denver, Colorado $94.5M AUM 8.25% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
CFC
Coyle Financial Counsel Glenview, Illinois $473M AUM 19.4% 1-Year Est. Return

Independent Portfolio Consultants's ULQ Position: Q3 2015 in Review

Independent Portfolio Consultants sold out of CLAYMORE US CAPITAL MARKETS MICRO-TERM FIXED INCOME ETF (ULQ) in Q3 2015, closing a stake of 140 shares — an estimated $7K sold.

Independent Portfolio Consultants first reported a position in ULQ in Q2 2014 and held it in 5 quarters. The position peaked at $26K in Q4 2014. 69 funds tracked by Wall St. Rank hold ULQ as of Q3 2015.

  • Independent Portfolio Consultants reported no remaining CLAYMORE US CAPITAL MARKETS MICRO-TERM FIXED INCOME ETF position as of Q3 2015 after selling out during the quarter.
  • Independent Portfolio Consultants sold 140 CLAYMORE US CAPITAL MARKETS MICRO-TERM FIXED INCOME ETF shares in Q3 2015, an estimated $7K.
  • Independent Portfolio Consultants first reported a position in CLAYMORE US CAPITAL MARKETS MICRO-TERM FIXED INCOME ETF in Q2 2014 and held it in 5 quarters.
  • Independent Portfolio Consultants's CLAYMORE US CAPITAL MARKETS MICRO-TERM FIXED INCOME ETF position peaked at $26K in Q4 2014.
  • 69 funds tracked by Wall St. Rank held CLAYMORE US CAPITAL MARKETS MICRO-TERM FIXED INCOME ETF as of Q3 2015.

Based on Independent Portfolio Consultants's 13F filing for Q3 2015, filed 19 Oct 2015.