Constellation Wealth Advisors
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Constellation Wealth Advisors’s ProShares UltraShort Russell2000 TWM Stock Holding History

Constellation Wealth Advisors’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
2014
Q1 		– Sell
-125
Closed -$120K – 200
2013
Q4 		$120K Buy
+125
New +$134K 0.01% 192

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Tower Research Capital (TRC)
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Constellation Wealth Advisors's TWM Position: Q1 2014 in Review

Constellation Wealth Advisors sold out of ProShares UltraShort Russell2000 (TWM) in Q1 2014, closing a stake of 125 shares — an estimated $120K sold.

Constellation Wealth Advisors first reported a position in TWM in Q4 2013 and held it in 1 quarter. The position peaked at $120K in Q4 2013. 45 funds tracked by Wall St. Rank hold TWM as of Q1 2014.

  • Constellation Wealth Advisors reported no remaining ProShares UltraShort Russell2000 position as of Q1 2014 after selling out during the quarter.
  • Constellation Wealth Advisors sold 125 ProShares UltraShort Russell2000 shares in Q1 2014, an estimated $120K.
  • Constellation Wealth Advisors first reported a position in ProShares UltraShort Russell2000 in Q4 2013 and held it in 1 quarter.
  • Constellation Wealth Advisors's ProShares UltraShort Russell2000 position peaked at $120K in Q4 2013.
  • 45 funds tracked by Wall St. Rank held ProShares UltraShort Russell2000 as of Q1 2014.

Based on Constellation Wealth Advisors's 13F filing for Q1 2014, filed 7 May 2014.