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Merriman Wealth Management’s ProShares UltraPro Russell2000 URTY Stock Holding History

Merriman Wealth Management’s Portfolio URTY Stock Details URTY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-2,323
Closed -$245K – 208
2018
Q3 		$245K Hold
2,323
– – 0.05% 153
2018
Q2 		$225K Buy
+2,323
New +$213K 0.05% 152

Other funds holding URTY

Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
AFP
Ausdal Financial Partners Davenport, Iowa $2.25B AUM 20.11% 1-Year Est. Return
Wolverine Trading
Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
WAS
Winch Advisory Services Appleton, Wisconsin $481M AUM 22.61% 1-Year Est. Return
CIM
Contravisory Investment Management Norwell, Massachusetts $566M AUM 42.93% 1-Year Est. Return

Merriman Wealth Management's URTY Position: Q4 2018 in Review

Merriman Wealth Management sold out of ProShares UltraPro Russell2000 (URTY) in Q4 2018, closing a stake of 2,323 shares — an estimated $245K sold.

Merriman Wealth Management first reported a position in URTY in Q2 2018 and held it in 2 quarters. The position peaked at $245K in Q3 2018. 13 funds tracked by Wall St. Rank hold URTY as of Q4 2018.

  • Merriman Wealth Management reported no remaining ProShares UltraPro Russell2000 position as of Q4 2018 after selling out during the quarter.
  • Merriman Wealth Management sold 2,323 ProShares UltraPro Russell2000 shares in Q4 2018, an estimated $245K.
  • Merriman Wealth Management first reported a position in ProShares UltraPro Russell2000 in Q2 2018 and held it in 2 quarters.
  • Merriman Wealth Management's ProShares UltraPro Russell2000 position peaked at $245K in Q3 2018.
  • 13 funds tracked by Wall St. Rank held ProShares UltraPro Russell2000 as of Q4 2018.

Based on Merriman Wealth Management's 13F filing for Q4 2018, filed 28 Jan 2019.