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Integrated Wealth Management (Palm Desert)’s ProShares Ultra Russell2000 UWM Stock Holding History

Integrated Wealth Management (Palm Desert)’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
Q4 		– Sell
-496
Closed -$9K – 1387
2015
Q3 		$9K Hold
496
– – ﹤0.01% 793
2015
Q2 		$12K Buy
+496
New +$12.2K ﹤0.01% 756

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CC
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VF
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KC
Kingfisher Capital Charlotte, North Carolina $437M AUM 41.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
VKH
Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Integrated Wealth Management (Palm Desert)'s UWM Position: Q4 2015 in Review

Integrated Wealth Management (Palm Desert) sold out of ProShares Ultra Russell2000 (UWM) in Q4 2015, closing a stake of 496 shares — an estimated $9K sold.

Integrated Wealth Management (Palm Desert) first reported a position in UWM in Q2 2015 and held it in 2 quarters. The position peaked at $12K in Q2 2015. 44 funds tracked by Wall St. Rank hold UWM as of Q4 2015.

  • Integrated Wealth Management (Palm Desert) reported no remaining ProShares Ultra Russell2000 position as of Q4 2015 after selling out during the quarter.
  • Integrated Wealth Management (Palm Desert) sold 496 ProShares Ultra Russell2000 shares in Q4 2015, an estimated $9K.
  • Integrated Wealth Management (Palm Desert) first reported a position in ProShares Ultra Russell2000 in Q2 2015 and held it in 2 quarters.
  • Integrated Wealth Management (Palm Desert)'s ProShares Ultra Russell2000 position peaked at $12K in Q2 2015.
  • 44 funds tracked by Wall St. Rank held ProShares Ultra Russell2000 as of Q4 2015.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q4 2015, filed 25 Jan 2016.