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

MSI 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
2016
Q4 		$1K Hold
36
– – ﹤0.01% 3716
2016
Q3 		$1K Buy
+36
New +$817 ﹤0.01% 3751
2014
Q2 		– Sell
-848
Closed -$18K – 2656
2014
Q1 		$18K Buy
+848
New +$18K ﹤0.01% 1484

Other funds holding UWM

CC
Cedar Capital Barrington, Illinois $54.9M AUM 33.3% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
OIM
Orca Investment Management Roseburg, Oregon $118M AUM 36.88% 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
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
PSW
Portfolio Strategies (Washington) Tacoma, Washington $50.1M AUM 11.94% 1-Year Est. Return

MSI Financial Services's UWM Position: Q4 2016 in Review

MSI Financial Services held its ProShares Ultra Russell2000 (UWM) position steady in Q4 2016 at 36 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #3716.

MSI Financial Services first reported a position in UWM in Q1 2014 and has held it in 3 quarters since. The position peaked at $18K in Q1 2014. 51 funds tracked by Wall St. Rank hold UWM as of Q4 2016.

  • MSI Financial Services held 36 shares of ProShares Ultra Russell2000 worth $1K as of Q4 2016.
  • MSI Financial Services left its ProShares Ultra Russell2000 share count unchanged in Q4 2016.
  • ProShares Ultra Russell2000 made up ﹤0.01% of MSI Financial Services's portfolio in Q4 2016, its #3716 holding.
  • MSI Financial Services first reported a position in ProShares Ultra Russell2000 in Q1 2014 and has held it in 3 quarters since.
  • MSI Financial Services's ProShares Ultra Russell2000 position peaked at $18K in Q1 2014.
  • 51 funds tracked by Wall St. Rank held ProShares Ultra Russell2000 as of Q4 2016.

Based on MSI Financial Services's 13F filing for Q4 2016, filed 13 Jan 2017.