United Capital Financial Advisors’s CLAYMORE US CAPITAL MARKETS MICRO-TERM FIXED INCOME ETF ULQ Stock Holding History

United Capital Financial Advisors’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 Q1	–	Sell	-5,558	Closed	-$279K	–	1407
2017 Q4	$279K	Sell	5,558 -1,755	-24%	-$88.1K	﹤0.01%	1140
2017 Q3	$368K	Sell	7,313 -1,586	-18%	-$79.8K	﹤0.01%	1047
2017 Q2	$448K	Sell	8,899 -1,021	-10%	-$51.4K	﹤0.01%	954
2017 Q1	$499K	Sell	9,920 -1,641	-14%	-$82.5K	﹤0.01%	914
2016 Q4	$579K	Buy	11,561 +525	+5%	+$26.3K	0.01%	899
2016 Q3	$554K	Buy	11,036 +150	+1%	+$7.53K	0.01%	933
2016 Q2	$544K	Buy	10,886 +5,113	+89%	+$256K	0.01%	891
2016 Q1	$288K	Buy	+5,773	New	+$288K	﹤0.01%	1013

Other funds holding ULQ

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 27.61% 1-Year Est. Return

LPT

Legacy Private Trust Neenah, Wisconsin $1.81B AUM 19.87% 1-Year Est. Return

FAG

Financial Advisory Group Houston, Texas $567M AUM 19.38% 1-Year Est. Return

BCMO

Buckingham Capital Management (Ohio) Dayton, Ohio $872M AUM 18.49% 1-Year Est. Return

CCM

CWH Capital Management Spokane, Washington $238M AUM 14.86% 1-Year Est. Return

MBT

Monroe Bank & Trust Monroe, Michigan $299M AUM 8.4% 1-Year Est. Return

United Capital Financial Advisors's ULQ Position: Q1 2018 in Review

United Capital Financial Advisors sold out of CLAYMORE US CAPITAL MARKETS MICRO-TERM FIXED INCOME ETF (ULQ) in Q1 2018, closing a stake of 5,558 shares — an estimated $279K sold.

United Capital Financial Advisors first reported a position in ULQ in Q1 2016 and held it in 8 quarters. The position peaked at $579K in Q4 2016. 96 funds tracked by Wall St. Rank hold ULQ as of Q1 2018.

United Capital Financial Advisors reported no remaining CLAYMORE US CAPITAL MARKETS MICRO-TERM FIXED INCOME ETF position as of Q1 2018 after selling out during the quarter.
United Capital Financial Advisors sold 5,558 CLAYMORE US CAPITAL MARKETS MICRO-TERM FIXED INCOME ETF shares in Q1 2018, an estimated $279K.
United Capital Financial Advisors first reported a position in CLAYMORE US CAPITAL MARKETS MICRO-TERM FIXED INCOME ETF in Q1 2016 and held it in 8 quarters.
United Capital Financial Advisors's CLAYMORE US CAPITAL MARKETS MICRO-TERM FIXED INCOME ETF position peaked at $579K in Q4 2016.
96 funds tracked by Wall St. Rank held CLAYMORE US CAPITAL MARKETS MICRO-TERM FIXED INCOME ETF as of Q1 2018.

Based on United Capital Financial Advisors's 13F filing for Q1 2018, filed 15 May 2018.