JP Morgan Private Wealth Advisors’s CLAYMORE US CAPITAL MARKETS MICRO-TERM FIXED INCOME ETF ULQ Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio ULQ Stock Details ULQ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	–	Sell	-156,224	Closed	-$7.83M	–	1430
2017 Q4	$7.83M	Sell	156,224 -19,465	-11%	-$976K	0.05%	269
2017 Q3	$8.85M	Buy	175,689 +18,766	+12%	+$945K	0.06%	245
2017 Q2	$7.89M	Buy	156,923 +3,560	+2%	+$179K	0.06%	248
2017 Q1	$7.71M	Buy	153,363 +26,813	+21%	+$1.35M	0.06%	250
2016 Q4	$6.34M	Sell	126,550 -4,761	-4%	-$239K	0.06%	250
2016 Q3	$6.59M	Buy	131,311 +90,064	+218%	+$4.52M	0.06%	247
2016 Q2	$2.06M	Buy	+41,247	New	+$2.06M	0.02%	435

Other funds holding ULQ

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

LPT

Legacy Private Trust Neenah, Wisconsin $1.63B AUM 17.53% 1-Year Est. Return

FAG

Financial Advisory Group Houston, Texas $567M AUM 19.38% 1-Year Est. Return

BCMO

Buckingham Capital Management (Ohio) Dayton, Ohio $872M AUM 18.49% 1-Year Est. Return

CCM

CWH Capital Management Spokane, Washington $238M AUM 14.86% 1-Year Est. Return

MBT

Monroe Bank & Trust Monroe, Michigan $299M AUM 8.4% 1-Year Est. Return

JP Morgan Private Wealth Advisors's ULQ Position: Q1 2018 in Review

JP Morgan Private Wealth Advisors sold out of CLAYMORE US CAPITAL MARKETS MICRO-TERM FIXED INCOME ETF (ULQ) in Q1 2018, closing a stake of 156,224 shares — an estimated $7.83M sold.

JP Morgan Private Wealth Advisors first reported a position in ULQ in Q2 2016 and held it in 7 quarters. The position peaked at $8.85M in Q3 2017. 96 funds tracked by Wall St. Rank hold ULQ as of Q1 2018.

JP Morgan Private Wealth Advisors reported no remaining CLAYMORE US CAPITAL MARKETS MICRO-TERM FIXED INCOME ETF position as of Q1 2018 after selling out during the quarter.
JP Morgan Private Wealth Advisors sold 156,224 CLAYMORE US CAPITAL MARKETS MICRO-TERM FIXED INCOME ETF shares in Q1 2018, an estimated $7.83M.
JP Morgan Private Wealth Advisors first reported a position in CLAYMORE US CAPITAL MARKETS MICRO-TERM FIXED INCOME ETF in Q2 2016 and held it in 7 quarters.
JP Morgan Private Wealth Advisors's CLAYMORE US CAPITAL MARKETS MICRO-TERM FIXED INCOME ETF position peaked at $8.85M in Q3 2017.
96 funds tracked by Wall St. Rank held CLAYMORE US CAPITAL MARKETS MICRO-TERM FIXED INCOME ETF as of Q1 2018.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q1 2018, filed 10 May 2018.