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Gradient Investments’s ProShares Short Russell2000 RWM Stock Holding History

Gradient Investments’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
2016
Q2 		– Sell
-30
Closed -$2K – 776
2016
Q1 		$2K Buy
+30
New +$2.01K ﹤0.01% 629

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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 1-Year Est. Return
BC
Brinker Capital Berwyn, Pennsylvania $3.13B AUM 9.04% 1-Year Est. Return
JWS
Juncture Wealth Strategies Scottsdale, Arizona $384M AUM 27.62% 1-Year Est. Return
NHFG
New Harbor Financial Group Worcester, Massachusetts $567M AUM 41.38% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

Gradient Investments's RWM Position: Q2 2016 in Review

Gradient Investments sold out of ProShares Short Russell2000 (RWM) in Q2 2016, closing a stake of 30 shares — an estimated $2K sold.

Gradient Investments first reported a position in RWM in Q1 2016 and held it in 1 quarter. The position peaked at $2K in Q1 2016. 56 funds tracked by Wall St. Rank hold RWM as of Q2 2016.

  • Gradient Investments reported no remaining ProShares Short Russell2000 position as of Q2 2016 after selling out during the quarter.
  • Gradient Investments sold 30 ProShares Short Russell2000 shares in Q2 2016, an estimated $2K.
  • Gradient Investments first reported a position in ProShares Short Russell2000 in Q1 2016 and held it in 1 quarter.
  • Gradient Investments's ProShares Short Russell2000 position peaked at $2K in Q1 2016.
  • 56 funds tracked by Wall St. Rank held ProShares Short Russell2000 as of Q2 2016.

Based on Gradient Investments's 13F filing for Q2 2016, filed 14 Jul 2016.