WC
UWM icon

Whitnell & Co’s ProShares Ultra Russell2000 UWM Stock Holding History

Whitnell & Co’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
2013
Q3 		– Sell
-3,252
Closed -$49K – 371
2013
Q2 		$49K Buy
+3,252
New +$47.4K 0.02% 189

Other funds holding UWM

GHF
Good Harbor Financial Barrington, Illinois $916M AUM 5.96% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
PI
Placemark Investments Chicago, Illinois $5.66B AUM 10.93% 1-Year Est. Return
VAM
Visionary Asset Management Houston, Texas $252M AUM 3.81% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
ACM
Argentus Capital Management Dallas, Texas $284M AUM 12.72% 1-Year Est. Return
FHA
First Horizon Advisors Memphis, Tennessee $3.85B AUM 16.99% 1-Year Est. Return
BFG
Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Whitnell & Co's UWM Position: Q3 2013 in Review

Whitnell & Co sold out of ProShares Ultra Russell2000 (UWM) in Q3 2013, closing a stake of 3,252 shares — an estimated $49K sold.

Whitnell & Co first reported a position in UWM in Q2 2013 and held it in 1 quarter. The position peaked at $49K in Q2 2013. 50 funds tracked by Wall St. Rank hold UWM as of Q3 2013.

  • Whitnell & Co reported no remaining ProShares Ultra Russell2000 position as of Q3 2013 after selling out during the quarter.
  • Whitnell & Co sold 3,252 ProShares Ultra Russell2000 shares in Q3 2013, an estimated $49K.
  • Whitnell & Co first reported a position in ProShares Ultra Russell2000 in Q2 2013 and held it in 1 quarter.
  • Whitnell & Co's ProShares Ultra Russell2000 position peaked at $49K in Q2 2013.
  • 50 funds tracked by Wall St. Rank held ProShares Ultra Russell2000 as of Q3 2013.

Based on Whitnell & Co's 13F filing for Q3 2013, filed 12 Nov 2013.