VA
ULQ

Valmark Advisers’s CLAYMORE US CAPITAL MARKETS MICRO-TERM FIXED INCOME ETF ULQ Stock Holding History

Valmark Advisers’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
2014
Q1 		– Sell
-20,308
Closed -$1.02M – 62
2013
Q4 		$1.02M Buy
+20,308
New +$1.02M 0.03% 34

Other funds holding ULQ

WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return
PAG
Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 1-Year Est. Return
TCM
TD Capital Management Memphis, Tennessee $1.11B AUM 10.06% 1-Year Est. Return
AIM
Astor Investment Management Chicago, Illinois $185M AUM 8.46% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NYLIM
New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
CFC
Coyle Financial Counsel Glenview, Illinois $473M AUM 19.4% 1-Year Est. Return

Valmark Advisers's ULQ Position: Q1 2014 in Review

Valmark Advisers sold out of CLAYMORE US CAPITAL MARKETS MICRO-TERM FIXED INCOME ETF (ULQ) in Q1 2014, closing a stake of 20,308 shares — an estimated $1.02M sold.

Valmark Advisers first reported a position in ULQ in Q4 2013 and held it in 1 quarter. The position peaked at $1.02M in Q4 2013. 55 funds tracked by Wall St. Rank hold ULQ as of Q1 2014.

  • Valmark Advisers reported no remaining CLAYMORE US CAPITAL MARKETS MICRO-TERM FIXED INCOME ETF position as of Q1 2014 after selling out during the quarter.
  • Valmark Advisers sold 20,308 CLAYMORE US CAPITAL MARKETS MICRO-TERM FIXED INCOME ETF shares in Q1 2014, an estimated $1.02M.
  • Valmark Advisers first reported a position in CLAYMORE US CAPITAL MARKETS MICRO-TERM FIXED INCOME ETF in Q4 2013 and held it in 1 quarter.
  • Valmark Advisers's CLAYMORE US CAPITAL MARKETS MICRO-TERM FIXED INCOME ETF position peaked at $1.02M in Q4 2013.
  • 55 funds tracked by Wall St. Rank held CLAYMORE US CAPITAL MARKETS MICRO-TERM FIXED INCOME ETF as of Q1 2014.

Based on Valmark Advisers's 13F filing for Q1 2014, filed 4 Apr 2014.