JWM
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Jackson Wealth Management’s ProShares Ultra Russell2000 UWM Stock Holding History

Jackson 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
Q1 		– Sell
-23,048
Closed -$521K – 136
2014
Q4 		$521K Buy
+23,048
New +$476K 0.17% 86

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Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
AP
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
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
OIM
Orca Investment Management Roseburg, Oregon $118M AUM 36.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
VAM
Visionary Asset Management Houston, Texas $252M AUM 3.81% 1-Year Est. Return

Jackson Wealth Management's UWM Position: Q1 2015 in Review

Jackson Wealth Management sold out of ProShares Ultra Russell2000 (UWM) in Q1 2015, closing a stake of 23,048 shares — an estimated $521K sold.

Jackson Wealth Management first reported a position in UWM in Q4 2014 and held it in 1 quarter. The position peaked at $521K in Q4 2014. 47 funds tracked by Wall St. Rank hold UWM as of Q1 2015.

  • Jackson Wealth Management reported no remaining ProShares Ultra Russell2000 position as of Q1 2015 after selling out during the quarter.
  • Jackson Wealth Management sold 23,048 ProShares Ultra Russell2000 shares in Q1 2015, an estimated $521K.
  • Jackson Wealth Management first reported a position in ProShares Ultra Russell2000 in Q4 2014 and held it in 1 quarter.
  • Jackson Wealth Management's ProShares Ultra Russell2000 position peaked at $521K in Q4 2014.
  • 47 funds tracked by Wall St. Rank held ProShares Ultra Russell2000 as of Q1 2015.

Based on Jackson Wealth Management's 13F filing for Q1 2015, filed 4 May 2015.