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RFG Advisory’s ProShares Ultra Russell2000 UWM Stock Holding History

RFG Advisory’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
2018
Q4 		– Sell
-7,726
Closed -$327K – 312
2018
Q3 		$327K Buy
+7,726
New +$328K 0.09% 209

Other funds holding UWM

FI
FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
IFWM
Institute for Wealth Management Denver, Colorado $938M AUM 29.36% 1-Year Est. Return
HIS
Harvest Investment Services Oakbrook Terrace, Illinois $547M AUM 64.58% 1-Year Est. Return
FA
Forefront Analytics West Conshohocken, Pennsylvania $110M AUM 18.54% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
SCP
Silverleafe Capital Partners Germantown, Tennessee $367M AUM 37.49% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CICI
Capital Investment Counsel Inc Raleigh, North Carolina $816M AUM 34.73% 1-Year Est. Return

RFG Advisory's UWM Position: Q4 2018 in Review

RFG Advisory sold out of ProShares Ultra Russell2000 (UWM) in Q4 2018, closing a stake of 7,726 shares — an estimated $327K sold.

RFG Advisory first reported a position in UWM in Q3 2018 and held it in 1 quarter. The position peaked at $327K in Q3 2018. 35 funds tracked by Wall St. Rank hold UWM as of Q4 2018.

  • RFG Advisory reported no remaining ProShares Ultra Russell2000 position as of Q4 2018 after selling out during the quarter.
  • RFG Advisory sold 7,726 ProShares Ultra Russell2000 shares in Q4 2018, an estimated $327K.
  • RFG Advisory first reported a position in ProShares Ultra Russell2000 in Q3 2018 and held it in 1 quarter.
  • RFG Advisory's ProShares Ultra Russell2000 position peaked at $327K in Q3 2018.
  • 35 funds tracked by Wall St. Rank held ProShares Ultra Russell2000 as of Q4 2018.

Based on RFG Advisory's 13F filing for Q4 2018, filed 15 Feb 2019.