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Calton & Associates’s ProShares UltraShort Russell2000 TWM Stock Holding History

Calton & Associates’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
Q1 		– Sell
-2,153
Closed -$888K – 283
2018
Q4 		$888K Buy
+2,153
New +$745K 0.33% 62

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HIM
Hillsdale Investment Management Toronto, Ontario, Canada $3.68B AUM 62.12% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
WP
WealthSource Partners San Luis Obispo, California $1.54B AUM 16.68% 1-Year Est. Return
ACM
Avalon Capital Management Port Of Redwood City, California $423M AUM 54.12% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Calton & Associates's TWM Position: Q1 2019 in Review

Calton & Associates sold out of ProShares UltraShort Russell2000 (TWM) in Q1 2019, closing a stake of 2,153 shares — an estimated $888K sold.

Calton & Associates first reported a position in TWM in Q4 2018 and held it in 1 quarter. The position peaked at $888K in Q4 2018. 20 funds tracked by Wall St. Rank hold TWM as of Q1 2019.

  • Calton & Associates reported no remaining ProShares UltraShort Russell2000 position as of Q1 2019 after selling out during the quarter.
  • Calton & Associates sold 2,153 ProShares UltraShort Russell2000 shares in Q1 2019, an estimated $888K.
  • Calton & Associates first reported a position in ProShares UltraShort Russell2000 in Q4 2018 and held it in 1 quarter.
  • Calton & Associates's ProShares UltraShort Russell2000 position peaked at $888K in Q4 2018.
  • 20 funds tracked by Wall St. Rank held ProShares UltraShort Russell2000 as of Q1 2019.

Based on Calton & Associates's 13F filing for Q1 2019, filed 25 Apr 2019.