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CapWealth Advisors’s ProShares Short Russell2000 RWM Stock Holding History

CapWealth 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
2013
Q3 		– Sell
-838
Closed -$69K – 459
2013
Q2 		$69K Buy
+838
New +$70.7K 0.02% 131

Other funds holding RWM

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BC
Brinker Capital Berwyn, Pennsylvania $3.13B AUM 9.04% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
LG
Leuthold Group Minneapolis, Minnesota $939M AUM 37.7% 1-Year Est. Return
RA
Research Affiliates Newport Beach, California $160M AUM
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return
B
Baird Milwaukee, Wisconsin $9.78B AUM 11.39% 1-Year Est. Return

CapWealth Advisors's RWM Position: Q3 2013 in Review

CapWealth Advisors sold out of ProShares Short Russell2000 (RWM) in Q3 2013, closing a stake of 838 shares — an estimated $69K sold.

CapWealth Advisors first reported a position in RWM in Q2 2013 and held it in 1 quarter. The position peaked at $69K in Q2 2013. 38 funds tracked by Wall St. Rank hold RWM as of Q3 2013.

  • CapWealth Advisors reported no remaining ProShares Short Russell2000 position as of Q3 2013 after selling out during the quarter.
  • CapWealth Advisors sold 838 ProShares Short Russell2000 shares in Q3 2013, an estimated $69K.
  • CapWealth Advisors first reported a position in ProShares Short Russell2000 in Q2 2013 and held it in 1 quarter.
  • CapWealth Advisors's ProShares Short Russell2000 position peaked at $69K in Q2 2013.
  • 38 funds tracked by Wall St. Rank held ProShares Short Russell2000 as of Q3 2013.

Based on CapWealth Advisors's 13F filing for Q3 2013, filed 13 Nov 2013.