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Steward Partners Investment Advisory’s ProShares Ultra Russell2000 UWM Stock Holding History

Steward Partners Investment 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
Q2 		– Sell
-200
Closed -$6K – 2549
2018
Q1 		$6K Buy
+200
New +$7.2K ﹤0.01% 1747

Other funds holding UWM

FI
FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return
HCM
Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return
PFG
Piershale Financial Group Barrington, Illinois $157M AUM 7.08% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
CC
Cedar Capital Barrington, Illinois $54.9M AUM 33.3% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

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

Steward Partners Investment Advisory sold out of ProShares Ultra Russell2000 (UWM) in Q2 2018, closing a stake of 200 shares — an estimated $6K sold.

Steward Partners Investment Advisory first reported a position in UWM in Q1 2018 and held it in 1 quarter. The position peaked at $6K in Q1 2018. 41 funds tracked by Wall St. Rank hold UWM as of Q2 2018.

  • Steward Partners Investment Advisory reported no remaining ProShares Ultra Russell2000 position as of Q2 2018 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 200 ProShares Ultra Russell2000 shares in Q2 2018, an estimated $6K.
  • Steward Partners Investment Advisory first reported a position in ProShares Ultra Russell2000 in Q1 2018 and held it in 1 quarter.
  • Steward Partners Investment Advisory's ProShares Ultra Russell2000 position peaked at $6K in Q1 2018.
  • 41 funds tracked by Wall St. Rank held ProShares Ultra Russell2000 as of Q2 2018.

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