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JFS Wealth Advisors’s ProShares Ultra Russell2000 UWM Stock Holding History

JFS Wealth Advisors’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
2017
Q2 		– Sell
-1,708
Closed -$48K – 446
2017
Q1 		$48K Hold
1,708
– – 0.01% 223
2016
Q4 		$48K Sell
1,708
-168
-9% -$4.21K 0.01% 223
2016
Q3 		$44K Buy
+1,876
New +$42.6K 0.01% 254
2016
Q1 		– Sell
-336
Closed -$7K – 662
2015
Q4 		$7K Buy
+336
New +$6.97K ﹤0.01% 433
2015
Q3 		– Sell
-572
Closed -$14K – 573
2015
Q2 		$14K Sell
572
-24
-4% -$588 0.01% 327
2015
Q1 		$14K Buy
596
+236
+66% +$5.39K 0.01% 326
2014
Q4 		$8K Sell
360
-740
-67% -$15.3K ﹤0.01% 394
2014
Q3 		$21K Sell
1,100
-48
-4% -$996 ﹤0.01% 258
2014
Q2 		$26K Buy
+1,148
New +$23.5K ﹤0.01% 244

Other funds holding UWM

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
IFWM
Institute for Wealth Management Denver, Colorado $938M AUM 29.36% 1-Year Est. Return
VKH
Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return
AFP
Ausdal Financial Partners Davenport, Iowa $2.25B AUM 20.11% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

JFS Wealth Advisors's UWM Position: Q2 2017 in Review

JFS Wealth Advisors sold out of ProShares Ultra Russell2000 (UWM) in Q2 2017, closing a stake of 1,708 shares — an estimated $48K sold.

JFS Wealth Advisors first reported a position in UWM in Q2 2014 and held it in 9 quarters. The position peaked at $48K in Q1 2017. 36 funds tracked by Wall St. Rank hold UWM as of Q2 2017.

  • JFS Wealth Advisors reported no remaining ProShares Ultra Russell2000 position as of Q2 2017 after selling out during the quarter.
  • JFS Wealth Advisors sold 1,708 ProShares Ultra Russell2000 shares in Q2 2017, an estimated $48K.
  • JFS Wealth Advisors first reported a position in ProShares Ultra Russell2000 in Q2 2014 and held it in 9 quarters.
  • JFS Wealth Advisors's ProShares Ultra Russell2000 position peaked at $48K in Q1 2017.
  • 36 funds tracked by Wall St. Rank held ProShares Ultra Russell2000 as of Q2 2017.

Based on JFS Wealth Advisors's 13F filing for Q2 2017, filed 28 Jul 2017.