CWM
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Concert Wealth Management’s ProShares Short Russell2000 RWM Stock Holding History

Concert Wealth Management’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
2015
Q2 		– Sell
-3,363
Closed – – 716
2015
Q1 		$0 Sell
3,363
-8,446
-72% -$515K ﹤0.01% 596
2014
Q4 		$731K Buy
+11,809
New +$771K 0.11% 241

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VF
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NHFG
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WIC
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LG
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JPC
Jackson Park Capital Alpine, Utah $53.7M AUM 6.17% 1-Year Est. Return

Concert Wealth Management's RWM Position: Q2 2015 in Review

Concert Wealth Management sold out of ProShares Short Russell2000 (RWM) in Q2 2015, closing a stake of 3,363 shares.

Concert Wealth Management first reported a position in RWM in Q4 2014 and held it in 2 quarters. The position peaked at $731K in Q4 2014. 40 funds tracked by Wall St. Rank hold RWM as of Q2 2015.

  • Concert Wealth Management reported no remaining ProShares Short Russell2000 position as of Q2 2015 after selling out during the quarter.
  • Concert Wealth Management sold 3,363 ProShares Short Russell2000 shares in Q2 2015.
  • Concert Wealth Management first reported a position in ProShares Short Russell2000 in Q4 2014 and held it in 2 quarters.
  • Concert Wealth Management's ProShares Short Russell2000 position peaked at $731K in Q4 2014.
  • 40 funds tracked by Wall St. Rank held ProShares Short Russell2000 as of Q2 2015.

Based on Concert Wealth Management's 13F filing for Q2 2015, filed 12 Aug 2015.