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Dominick & Dominick’s ProShares Short Russell2000 RWM Stock Holding History

Dominick & Dominick’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 		$193K Hold
3,118
– – 0.1% 165
2014
Q3 		$214K Sell
3,118
-478
-13% -$31.6K 0.1% 167
2014
Q2 		$231K Sell
3,596
-4,544
-56% -$306K 0.11% 158
2014
Q1 		$538K Sell
8,140
-50,131
-86% -$3.37M 0.26% 105
2013
Q4 		$3.93M Buy
+58,271
New +$4.14M 1.88% 9

Other funds holding RWM

ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 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 $633M AUM 37.53% 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

Dominick & Dominick's RWM Position: Q4 2014 in Review

Dominick & Dominick held its ProShares Short Russell2000 (RWM) position steady in Q4 2014 at 3,118 shares worth $193K. The position accounts for 0.1% of the portfolio, ranked #165.

Dominick & Dominick first reported a position in RWM in Q4 2013 and has held it in 5 quarters since. The position peaked at $3.93M in Q4 2013. 58 funds tracked by Wall St. Rank hold RWM as of Q4 2014.

  • Dominick & Dominick held 3,118 shares of ProShares Short Russell2000 worth $193K as of Q4 2014.
  • Dominick & Dominick left its ProShares Short Russell2000 share count unchanged in Q4 2014.
  • ProShares Short Russell2000 made up 0.1% of Dominick & Dominick's portfolio in Q4 2014, its #165 holding.
  • Dominick & Dominick first reported a position in ProShares Short Russell2000 in Q4 2013 and has held it in 5 quarters since.
  • Dominick & Dominick's ProShares Short Russell2000 position peaked at $3.93M in Q4 2013.
  • 58 funds tracked by Wall St. Rank held ProShares Short Russell2000 as of Q4 2014.

Based on Dominick & Dominick's 13F filing for Q4 2014, filed 22 Jan 2015.