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Strategic Wealth Management’s Uranium Energy UEC Stock Holding History

Strategic Wealth Management’s Portfolio UEC Stock Details UEC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		– Sell
-10,000
Closed -$16K – 35
2015
Q2 		$16K Buy
+10,000
New +$22.8K 0.02% 42

Other funds holding UEC

GXMC
Global X Management Company New York $5.62B AUM 10.7% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
TCIM
TIAA CREF Investment Management New York $141B AUM 14.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Strategic Wealth Management's UEC Position: Q3 2015 in Review

Strategic Wealth Management sold out of Uranium Energy (UEC) in Q3 2015, closing a stake of 10,000 shares — an estimated $16K sold.

Strategic Wealth Management first reported a position in UEC in Q2 2015 and held it in 1 quarter. The position peaked at $16K in Q2 2015. 68 funds tracked by Wall St. Rank hold UEC as of Q3 2015.

  • Strategic Wealth Management reported no remaining Uranium Energy position as of Q3 2015 after selling out during the quarter.
  • Strategic Wealth Management sold 10,000 Uranium Energy shares in Q3 2015, an estimated $16K.
  • Strategic Wealth Management first reported a position in Uranium Energy in Q2 2015 and held it in 1 quarter.
  • Strategic Wealth Management's Uranium Energy position peaked at $16K in Q2 2015.
  • 68 funds tracked by Wall St. Rank held Uranium Energy as of Q3 2015.

Based on Strategic Wealth Management's 13F filing for Q3 2015, filed 26 Oct 2015.