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National Planning Corporation’s ProShares Ultra Russell2000 UWM Stock Holding History

National Planning Corporation’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
2015
Q1 		– Sell
-2,544
Closed -$54.7K – 1993
2014
Q4 		$54.7K Buy
+2,544
New +$52.6K ﹤0.01% 1221

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AP
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KC
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Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
OIM
Orca Investment Management Roseburg, Oregon $118M AUM 36.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
VAM
Visionary Asset Management Houston, Texas $252M AUM 3.81% 1-Year Est. Return

National Planning Corporation's UWM Position: Q1 2015 in Review

National Planning Corporation sold out of ProShares Ultra Russell2000 (UWM) in Q1 2015, closing a stake of 2,544 shares — an estimated $54.7K sold.

National Planning Corporation first reported a position in UWM in Q4 2014 and held it in 1 quarter. The position peaked at $54.7K in Q4 2014. 47 funds tracked by Wall St. Rank hold UWM as of Q1 2015.

  • National Planning Corporation reported no remaining ProShares Ultra Russell2000 position as of Q1 2015 after selling out during the quarter.
  • National Planning Corporation sold 2,544 ProShares Ultra Russell2000 shares in Q1 2015, an estimated $54.7K.
  • National Planning Corporation first reported a position in ProShares Ultra Russell2000 in Q4 2014 and held it in 1 quarter.
  • National Planning Corporation's ProShares Ultra Russell2000 position peaked at $54.7K in Q4 2014.
  • 47 funds tracked by Wall St. Rank held ProShares Ultra Russell2000 as of Q1 2015.

Based on National Planning Corporation's 13F filing for Q1 2015, filed 12 May 2015.