NIC
ULQ

Northwest Investment Counselors’s CLAYMORE US CAPITAL MARKETS MICRO-TERM FIXED INCOME ETF ULQ Stock Holding History

Northwest Investment Counselors’s Portfolio ULQ Stock Details ULQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-3,993
Closed -$200K – 147
2017
Q4 		$200K Buy
+3,993
New +$200K 0.08% 142

Other funds holding ULQ

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 27.61% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.81B AUM 19.87% 1-Year Est. Return
FAG
Financial Advisory Group Houston, Texas $567M AUM 19.38% 1-Year Est. Return
BCMO
Buckingham Capital Management (Ohio) Dayton, Ohio $872M AUM 18.49% 1-Year Est. Return
CCM
CWH Capital Management Spokane, Washington $238M AUM 14.86% 1-Year Est. Return
MBT
Monroe Bank & Trust Monroe, Michigan $299M AUM 8.4% 1-Year Est. Return

Northwest Investment Counselors's ULQ Position: Q1 2018 in Review

Northwest Investment Counselors sold out of CLAYMORE US CAPITAL MARKETS MICRO-TERM FIXED INCOME ETF (ULQ) in Q1 2018, closing a stake of 3,993 shares — an estimated $200K sold.

Northwest Investment Counselors first reported a position in ULQ in Q4 2017 and held it in 1 quarter. The position peaked at $200K in Q4 2017. 96 funds tracked by Wall St. Rank hold ULQ as of Q1 2018.

  • Northwest Investment Counselors reported no remaining CLAYMORE US CAPITAL MARKETS MICRO-TERM FIXED INCOME ETF position as of Q1 2018 after selling out during the quarter.
  • Northwest Investment Counselors sold 3,993 CLAYMORE US CAPITAL MARKETS MICRO-TERM FIXED INCOME ETF shares in Q1 2018, an estimated $200K.
  • Northwest Investment Counselors first reported a position in CLAYMORE US CAPITAL MARKETS MICRO-TERM FIXED INCOME ETF in Q4 2017 and held it in 1 quarter.
  • Northwest Investment Counselors's CLAYMORE US CAPITAL MARKETS MICRO-TERM FIXED INCOME ETF position peaked at $200K in Q4 2017.
  • 96 funds tracked by Wall St. Rank held CLAYMORE US CAPITAL MARKETS MICRO-TERM FIXED INCOME ETF as of Q1 2018.

Based on Northwest Investment Counselors's 13F filing for Q1 2018, filed 13 Apr 2018.