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Belmont Global Advisors’s ProShares Short Russell2000 RWM Stock Holding History

Belmont Global Advisors’s Portfolio RWM Stock Details RWM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-4,588
Closed -$315K – 132
2014
Q3 		$315K Hold
4,588
– – 0.25% 97
2014
Q2 		$294K Buy
+4,588
New +$309K 0.21% 101

Other funds holding RWM

ECM
Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LG
Leuthold Group Minneapolis, Minnesota $939M AUM 37.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
NHFG
New Harbor Financial Group Worcester, Massachusetts $567M AUM 41.38% 1-Year Est. Return
JWS
Juncture Wealth Strategies Scottsdale, Arizona $384M AUM 27.62% 1-Year Est. Return
PIA
Peachtree Investment Advisors Atlanta, Georgia $130M AUM 7.81% 1-Year Est. Return
PSW
Portfolio Strategies (Washington) Tacoma, Washington $50.1M AUM 11.94% 1-Year Est. Return

Belmont Global Advisors's RWM Position: Q4 2014 in Review

Belmont Global Advisors sold out of ProShares Short Russell2000 (RWM) in Q4 2014, closing a stake of 4,588 shares — an estimated $315K sold.

Belmont Global Advisors first reported a position in RWM in Q2 2014 and held it in 2 quarters. The position peaked at $315K in Q3 2014. 58 funds tracked by Wall St. Rank hold RWM as of Q4 2014.

  • Belmont Global Advisors reported no remaining ProShares Short Russell2000 position as of Q4 2014 after selling out during the quarter.
  • Belmont Global Advisors sold 4,588 ProShares Short Russell2000 shares in Q4 2014, an estimated $315K.
  • Belmont Global Advisors first reported a position in ProShares Short Russell2000 in Q2 2014 and held it in 2 quarters.
  • Belmont Global Advisors's ProShares Short Russell2000 position peaked at $315K in Q3 2014.
  • 58 funds tracked by Wall St. Rank held ProShares Short Russell2000 as of Q4 2014.

Based on Belmont Global Advisors's 13F filing for Q4 2014, filed 17 Feb 2015.