Atwood & Palmer’s ProShares RAFI Long/Short RALS Stock Holding History

Atwood & Palmer’s Portfolio RALS Stock Details RALS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-141	Closed	-$5K	–	349
2019 Q1	$5K	Buy	+141	New	+$5.03K	﹤0.01%	294

Other funds holding RALS

Axa Paris, France $91.9M AUM 27.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 1-Year Est. Return

SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return

Atwood & Palmer's RALS Position: Q2 2019 in Review

Atwood & Palmer sold out of ProShares RAFI Long/Short (RALS) in Q2 2019, closing a stake of 141 shares — an estimated $5K sold.

Atwood & Palmer first reported a position in RALS in Q1 2019 and held it in 1 quarter. The position peaked at $5K in Q1 2019. 13 funds tracked by Wall St. Rank hold RALS as of Q2 2019.

Atwood & Palmer reported no remaining ProShares RAFI Long/Short position as of Q2 2019 after selling out during the quarter.
Atwood & Palmer sold 141 ProShares RAFI Long/Short shares in Q2 2019, an estimated $5K.
Atwood & Palmer first reported a position in ProShares RAFI Long/Short in Q1 2019 and held it in 1 quarter.
Atwood & Palmer's ProShares RAFI Long/Short position peaked at $5K in Q1 2019.
13 funds tracked by Wall St. Rank held ProShares RAFI Long/Short as of Q2 2019.

Based on Atwood & Palmer's 13F filing for Q2 2019, filed 17 Jul 2019.