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Partnervest Advisory Services’s ProShares Ultra Russell2000 UWM Stock Holding History

Partnervest Advisory 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
2014
Q3 		– Sell
-3,976
Closed -$89K – 755
2014
Q2 		$89K Buy
+3,976
New +$81.3K 0.04% 259

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VAM
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LTFS
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BFG
Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return
PSW
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WCM
Weatherstone Capital Management Denver, Colorado $94.5M AUM 8.25% 1-Year Est. Return

Partnervest Advisory Services's UWM Position: Q3 2014 in Review

Partnervest Advisory Services sold out of ProShares Ultra Russell2000 (UWM) in Q3 2014, closing a stake of 3,976 shares — an estimated $89K sold.

Partnervest Advisory Services first reported a position in UWM in Q2 2014 and held it in 1 quarter. The position peaked at $89K in Q2 2014. 55 funds tracked by Wall St. Rank hold UWM as of Q3 2014.

  • Partnervest Advisory Services reported no remaining ProShares Ultra Russell2000 position as of Q3 2014 after selling out during the quarter.
  • Partnervest Advisory Services sold 3,976 ProShares Ultra Russell2000 shares in Q3 2014, an estimated $89K.
  • Partnervest Advisory Services first reported a position in ProShares Ultra Russell2000 in Q2 2014 and held it in 1 quarter.
  • Partnervest Advisory Services's ProShares Ultra Russell2000 position peaked at $89K in Q2 2014.
  • 55 funds tracked by Wall St. Rank held ProShares Ultra Russell2000 as of Q3 2014.

Based on Partnervest Advisory Services's 13F filing for Q3 2014, filed 7 Nov 2014.