WEC
ULQ

Winslow Evans & Crocker’s CLAYMORE US CAPITAL MARKETS MICRO-TERM FIXED INCOME ETF ULQ Stock Holding History

Winslow Evans & Crocker’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
2015
Q4 		– Sell
-32
Closed -$1.6K – 1423
2015
Q3 		$1.6K Buy
32
+20
+167% +$1K ﹤0.01% 1203
2015
Q2 		$552 Buy
+12
New +$552 ﹤0.01% 1262

Other funds holding ULQ

LTI
Laffer Tengler Investments Nashville, Tennessee $677M AUM 27.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BCMO
Buckingham Capital Management (Ohio) Dayton, Ohio $872M AUM 18.49% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AIM
Astor Investment Management Chicago, Illinois $185M AUM 8.46% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ACM
Aviance Capital Management Sarasota, Florida $668M AUM 6.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CFC
Coyle Financial Counsel Glenview, Illinois $473M AUM 19.4% 1-Year Est. Return

Winslow Evans & Crocker's ULQ Position: Q4 2015 in Review

Winslow Evans & Crocker sold out of CLAYMORE US CAPITAL MARKETS MICRO-TERM FIXED INCOME ETF (ULQ) in Q4 2015, closing a stake of 32 shares — an estimated $1.6K sold.

Winslow Evans & Crocker first reported a position in ULQ in Q2 2015 and held it in 2 quarters. The position peaked at $1.6K in Q3 2015. 78 funds tracked by Wall St. Rank hold ULQ as of Q4 2015.

  • Winslow Evans & Crocker reported no remaining CLAYMORE US CAPITAL MARKETS MICRO-TERM FIXED INCOME ETF position as of Q4 2015 after selling out during the quarter.
  • Winslow Evans & Crocker sold 32 CLAYMORE US CAPITAL MARKETS MICRO-TERM FIXED INCOME ETF shares in Q4 2015, an estimated $1.6K.
  • Winslow Evans & Crocker first reported a position in CLAYMORE US CAPITAL MARKETS MICRO-TERM FIXED INCOME ETF in Q2 2015 and held it in 2 quarters.
  • Winslow Evans & Crocker's CLAYMORE US CAPITAL MARKETS MICRO-TERM FIXED INCOME ETF position peaked at $1.6K in Q3 2015.
  • 78 funds tracked by Wall St. Rank held CLAYMORE US CAPITAL MARKETS MICRO-TERM FIXED INCOME ETF as of Q4 2015.

Based on Winslow Evans & Crocker's 13F filing for Q4 2015, filed 27 Jan 2016.