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KMS Financial Services’s ProShares Ultra Russell2000 UWM Stock Holding History

KMS Financial Services’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
Q2 		– Sell
-9,940
Closed -$214K – 579
2014
Q1 		$214K Buy
+9,940
New +$211K 0.03% 464

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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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
WCM
Weatherstone Capital Management Denver, Colorado $94.5M AUM 8.25% 1-Year Est. Return
ACM
Argentus Capital Management Dallas, Texas $284M AUM 12.72% 1-Year Est. Return
BFG
Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return

KMS Financial Services's UWM Position: Q2 2014 in Review

KMS Financial Services sold out of ProShares Ultra Russell2000 (UWM) in Q2 2014, closing a stake of 9,940 shares — an estimated $214K sold.

KMS Financial Services first reported a position in UWM in Q1 2014 and held it in 1 quarter. The position peaked at $214K in Q1 2014. 56 funds tracked by Wall St. Rank hold UWM as of Q2 2014.

  • KMS Financial Services reported no remaining ProShares Ultra Russell2000 position as of Q2 2014 after selling out during the quarter.
  • KMS Financial Services sold 9,940 ProShares Ultra Russell2000 shares in Q2 2014, an estimated $214K.
  • KMS Financial Services first reported a position in ProShares Ultra Russell2000 in Q1 2014 and held it in 1 quarter.
  • KMS Financial Services's ProShares Ultra Russell2000 position peaked at $214K in Q1 2014.
  • 56 funds tracked by Wall St. Rank held ProShares Ultra Russell2000 as of Q2 2014.

Based on KMS Financial Services's 13F filing for Q2 2014, filed 12 Aug 2014.