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Reilly Financial Advisors’s ProShares Ultra Russell2000 UWM Stock Holding History

Reilly Financial Advisors’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
Q1 		– Sell
-560
Closed -$12K – 856
2013
Q4 		$12K Buy
+560
New +$10.9K ﹤0.01% 503

Other funds holding UWM

GHF
Good Harbor Financial Barrington, Illinois $916M AUM 5.96% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
PI
Placemark Investments Chicago, Illinois $5.66B AUM 10.93% 1-Year Est. Return
VAM
Visionary Asset Management Houston, Texas $252M AUM 3.81% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
ACM
Argentus Capital Management Dallas, Texas $284M AUM 12.72% 1-Year Est. Return
FHA
First Horizon Advisors Memphis, Tennessee $3.85B AUM 16.99% 1-Year Est. Return
WCM
Weatherstone Capital Management Denver, Colorado $94.5M AUM 8.25% 1-Year Est. Return
BFG
Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return

Reilly Financial Advisors's UWM Position: Q1 2014 in Review

Reilly Financial Advisors sold out of ProShares Ultra Russell2000 (UWM) in Q1 2014, closing a stake of 560 shares — an estimated $12K sold.

Reilly Financial Advisors first reported a position in UWM in Q4 2013 and held it in 1 quarter. The position peaked at $12K in Q4 2013. 56 funds tracked by Wall St. Rank hold UWM as of Q1 2014.

  • Reilly Financial Advisors reported no remaining ProShares Ultra Russell2000 position as of Q1 2014 after selling out during the quarter.
  • Reilly Financial Advisors sold 560 ProShares Ultra Russell2000 shares in Q1 2014, an estimated $12K.
  • Reilly Financial Advisors first reported a position in ProShares Ultra Russell2000 in Q4 2013 and held it in 1 quarter.
  • Reilly Financial Advisors's ProShares Ultra Russell2000 position peaked at $12K in Q4 2013.
  • 56 funds tracked by Wall St. Rank held ProShares Ultra Russell2000 as of Q1 2014.

Based on Reilly Financial Advisors's 13F filing for Q1 2014, filed 23 Apr 2014.