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Mariner Independent Advisor Network’s ProShares Ultra Russell2000 UWM Stock Holding History

Mariner Independent Advisor Network’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
Q3 		– Sell
-16,804
Closed -$374K – 152
2014
Q2 		$374K Buy
+16,804
New +$344K 0.18% 81

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
BFG
Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return
PSW
Portfolio Strategies (Washington) Tacoma, Washington $50.1M AUM 11.94% 1-Year Est. Return
WCM
Weatherstone Capital Management Denver, Colorado $94.5M AUM 8.25% 1-Year Est. Return

Mariner Independent Advisor Network's UWM Position: Q3 2014 in Review

Mariner Independent Advisor Network sold out of ProShares Ultra Russell2000 (UWM) in Q3 2014, closing a stake of 16,804 shares — an estimated $374K sold.

Mariner Independent Advisor Network first reported a position in UWM in Q2 2014 and held it in 1 quarter. The position peaked at $374K in Q2 2014. 55 funds tracked by Wall St. Rank hold UWM as of Q3 2014.

  • Mariner Independent Advisor Network reported no remaining ProShares Ultra Russell2000 position as of Q3 2014 after selling out during the quarter.
  • Mariner Independent Advisor Network sold 16,804 ProShares Ultra Russell2000 shares in Q3 2014, an estimated $374K.
  • Mariner Independent Advisor Network first reported a position in ProShares Ultra Russell2000 in Q2 2014 and held it in 1 quarter.
  • Mariner Independent Advisor Network's ProShares Ultra Russell2000 position peaked at $374K in Q2 2014.
  • 55 funds tracked by Wall St. Rank held ProShares Ultra Russell2000 as of Q3 2014.

Based on Mariner Independent Advisor Network's 13F filing for Q3 2014, filed 17 Nov 2014.