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James Investment Research’s ProShares Ultra Russell2000 UWM Stock Holding History

James Investment Research’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
2014
Q1 		– Sell
-764
Closed -$16K – 557
2013
Q4 		$16K Hold
764
– – ﹤0.01% 451
2013
Q3 		$14K Buy
+764
New +$13.1K ﹤0.01% 464

Other funds holding UWM

GHF
Good Harbor Financial Barrington, Illinois $916M AUM 5.96% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
PI
Placemark Investments Chicago, Illinois $5.66B AUM 10.93% 1-Year Est. Return
VAM
Visionary Asset Management Houston, Texas $252M AUM 3.81% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
ACM
Argentus Capital Management Dallas, Texas $284M AUM 12.72% 1-Year Est. Return
FHA
First Horizon Advisors Memphis, Tennessee $3.85B AUM 16.99% 1-Year Est. Return
WCM
Weatherstone Capital Management Denver, Colorado $94.5M AUM 8.25% 1-Year Est. Return
BFG
Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return

James Investment Research's UWM Position: Q1 2014 in Review

James Investment Research sold out of ProShares Ultra Russell2000 (UWM) in Q1 2014, closing a stake of 764 shares — an estimated $16K sold.

James Investment Research first reported a position in UWM in Q3 2013 and held it in 2 quarters. The position peaked at $16K in Q4 2013. 56 funds tracked by Wall St. Rank hold UWM as of Q1 2014.

  • James Investment Research reported no remaining ProShares Ultra Russell2000 position as of Q1 2014 after selling out during the quarter.
  • James Investment Research sold 764 ProShares Ultra Russell2000 shares in Q1 2014, an estimated $16K.
  • James Investment Research first reported a position in ProShares Ultra Russell2000 in Q3 2013 and held it in 2 quarters.
  • James Investment Research's ProShares Ultra Russell2000 position peaked at $16K in Q4 2013.
  • 56 funds tracked by Wall St. Rank held ProShares Ultra Russell2000 as of Q1 2014.

Based on James Investment Research's 13F filing for Q1 2014, filed 24 Apr 2014.