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Institutional & Family Asset Management’s ProShares Ultra Russell2000 UWM Stock Holding History

Institutional & Family Asset 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
2020
Q1 		– Sell
-364
Closed -$14K – 914
2019
Q4 		$14K Buy
+364
New +$12.8K ﹤0.01% 472

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TRCT
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FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
IFWM
Institute for Wealth Management Denver, Colorado $938M AUM 29.36% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return
FA
Forefront Analytics West Conshohocken, Pennsylvania $110M AUM 18.54% 1-Year Est. Return
CICI
Capital Investment Counsel Inc Raleigh, North Carolina $816M AUM 34.73% 1-Year Est. Return
CC
Cedar Capital Barrington, Illinois $54.9M AUM 33.3% 1-Year Est. Return

Institutional & Family Asset Management's UWM Position: Q1 2020 in Review

Institutional & Family Asset Management sold out of ProShares Ultra Russell2000 (UWM) in Q1 2020, closing a stake of 364 shares — an estimated $14K sold.

Institutional & Family Asset Management first reported a position in UWM in Q4 2019 and held it in 1 quarter. The position peaked at $14K in Q4 2019. 24 funds tracked by Wall St. Rank hold UWM as of Q1 2020.

  • Institutional & Family Asset Management reported no remaining ProShares Ultra Russell2000 position as of Q1 2020 after selling out during the quarter.
  • Institutional & Family Asset Management sold 364 ProShares Ultra Russell2000 shares in Q1 2020, an estimated $14K.
  • Institutional & Family Asset Management first reported a position in ProShares Ultra Russell2000 in Q4 2019 and held it in 1 quarter.
  • Institutional & Family Asset Management's ProShares Ultra Russell2000 position peaked at $14K in Q4 2019.
  • 24 funds tracked by Wall St. Rank held ProShares Ultra Russell2000 as of Q1 2020.

Based on Institutional & Family Asset Management's 13F filing for Q1 2020, filed 14 May 2020.