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Advisor Group’s ProShares UltraShort Russell2000 TWM Stock Holding History

Advisor Group’s Portfolio TWM Stock Details TWM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-32
Closed -$10K – 5451
2019
Q3 		$10K Buy
+32
New +$9.75K ﹤0.01% 4359
2019
Q1 		– Hold
0
– – – 5331
2018
Q4 		– Hold
0
– – – 5237
2018
Q3 		– Hold
0
– – – 5224
2017
Q2 		– Sell
-4
Closed -$2K – 4912
2017
Q1 		$2K Sell
4
-295
-99% -$135K ﹤0.01% 4416
2016
Q4 		$142K Sell
299
-439
-59% -$239K ﹤0.01% 1822
2016
Q3 		$425K Buy
738
+83
+13% +$50.8K 0.01% 1059
2016
Q2 		$456K Buy
+655
New +$484K 0.01% 965

Other funds holding TWM

Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
HIM
Hillsdale Investment Management Toronto, Ontario, Canada $4.39B AUM 72.96% 1-Year Est. Return
WP
WealthSource Partners San Luis Obispo, California $1.54B AUM 16.68% 1-Year Est. Return
VF
Virtu Financial New York $3.18B AUM 65.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $171B AUM 85% 1-Year Est. Return
JPLA
Joseph P. Lucia & Associates Yorktown Heights, New York $333M AUM 26.31% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Advisor Group's TWM Position: Q4 2019 in Review

Advisor Group sold out of ProShares UltraShort Russell2000 (TWM) in Q4 2019, closing a stake of 32 shares — an estimated $10K sold.

Advisor Group first reported a position in TWM in Q2 2016 and held it in 5 quarters. The position peaked at $456K in Q2 2016. 12 funds tracked by Wall St. Rank hold TWM as of Q4 2019.

  • Advisor Group reported no remaining ProShares UltraShort Russell2000 position as of Q4 2019 after selling out during the quarter.
  • Advisor Group sold 32 ProShares UltraShort Russell2000 shares in Q4 2019, an estimated $10K.
  • Advisor Group first reported a position in ProShares UltraShort Russell2000 in Q2 2016 and held it in 5 quarters.
  • Advisor Group's ProShares UltraShort Russell2000 position peaked at $456K in Q2 2016.
  • 12 funds tracked by Wall St. Rank held ProShares UltraShort Russell2000 as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.