SPIA
ULQ

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

Steward Partners Investment Advisory’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
Q2 		– Sell
-2,854
Closed -$143K – 2660
2018
Q1 		$143K Buy
2,854
+1,400
+96% +$70.1K 0.01% 694
2017
Q4 		$72K Sell
1,454
-250
-15% -$12.4K 0.01% 715
2017
Q3 		$85K Buy
1,704
+4
+0.2% +$200 0.01% 577
2017
Q2 		$85K Sell
1,700
-100
-6% -$5K 0.01% 522
2017
Q1 		$90K Buy
+1,800
New +$90K 0.01% 450

Other funds holding ULQ

LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 27.61% 1-Year Est. Return
Wolverine Trading
Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return
FIM
Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return
CMBA
C.M. Bidwell & Associates Honolulu, Hawaii $214M AUM 18.82% 1-Year Est. Return

Steward Partners Investment Advisory's ULQ Position: Q2 2018 in Review

Steward Partners Investment Advisory sold out of CLAYMORE US CAPITAL MARKETS MICRO-TERM FIXED INCOME ETF (ULQ) in Q2 2018, closing a stake of 2,854 shares — an estimated $143K sold.

Steward Partners Investment Advisory first reported a position in ULQ in Q1 2017 and held it in 5 quarters. The position peaked at $143K in Q1 2018. 4 funds tracked by Wall St. Rank hold ULQ as of Q2 2018.

  • Steward Partners Investment Advisory reported no remaining CLAYMORE US CAPITAL MARKETS MICRO-TERM FIXED INCOME ETF position as of Q2 2018 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 2,854 CLAYMORE US CAPITAL MARKETS MICRO-TERM FIXED INCOME ETF shares in Q2 2018, an estimated $143K.
  • Steward Partners Investment Advisory first reported a position in CLAYMORE US CAPITAL MARKETS MICRO-TERM FIXED INCOME ETF in Q1 2017 and held it in 5 quarters.
  • Steward Partners Investment Advisory's CLAYMORE US CAPITAL MARKETS MICRO-TERM FIXED INCOME ETF position peaked at $143K in Q1 2018.
  • 4 funds tracked by Wall St. Rank held CLAYMORE US CAPITAL MARKETS MICRO-TERM FIXED INCOME ETF as of Q2 2018.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2018, filed 20 Jul 2018.