PCIG
ULQ

Partners Capital Investment Group’s CLAYMORE US CAPITAL MARKETS MICRO-TERM FIXED INCOME ETF ULQ Stock Holding History

Partners Capital Investment Group’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
2017
Q3 		– Sell
-36,095
Closed -$1.82M – 81
2017
Q2 		$1.82M Buy
+36,095
New +$1.82M 0.35% 29

Other funds holding ULQ

GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
PAG
Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return
BCMO
Buckingham Capital Management (Ohio) Dayton, Ohio $872M AUM 18.49% 1-Year Est. Return
NA
Nottingham Advisors Amherst, New York $838M AUM 15.57% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Partners Capital Investment Group's ULQ Position: Q3 2017 in Review

Partners Capital Investment Group sold out of CLAYMORE US CAPITAL MARKETS MICRO-TERM FIXED INCOME ETF (ULQ) in Q3 2017, closing a stake of 36,095 shares — an estimated $1.82M sold.

Partners Capital Investment Group first reported a position in ULQ in Q2 2017 and held it in 1 quarter. The position peaked at $1.82M in Q2 2017. 99 funds tracked by Wall St. Rank hold ULQ as of Q3 2017.

  • Partners Capital Investment Group reported no remaining CLAYMORE US CAPITAL MARKETS MICRO-TERM FIXED INCOME ETF position as of Q3 2017 after selling out during the quarter.
  • Partners Capital Investment Group sold 36,095 CLAYMORE US CAPITAL MARKETS MICRO-TERM FIXED INCOME ETF shares in Q3 2017, an estimated $1.82M.
  • Partners Capital Investment Group first reported a position in CLAYMORE US CAPITAL MARKETS MICRO-TERM FIXED INCOME ETF in Q2 2017 and held it in 1 quarter.
  • Partners Capital Investment Group's CLAYMORE US CAPITAL MARKETS MICRO-TERM FIXED INCOME ETF position peaked at $1.82M in Q2 2017.
  • 99 funds tracked by Wall St. Rank held CLAYMORE US CAPITAL MARKETS MICRO-TERM FIXED INCOME ETF as of Q3 2017.

Based on Partners Capital Investment Group's 13F filing for Q3 2017, filed 13 Nov 2017.