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Great Valley Advisor Group’s ProShares Short Russell2000 RWM Stock Holding History

Great Valley Advisor Group’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
2020
Q2 		– Sell
-39,038
Closed -$1.88M – 431
2020
Q1 		$1.88M Buy
+39,038
New +$1.61M 0.5% 54

Other funds holding RWM

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
DIGDR
Dynamo Internacional Gestao de Recursos Rio De Janeiro, Brazil $292M AUM 6.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
LG
Leuthold Group Minneapolis, Minnesota $939M AUM 37.7% 1-Year Est. Return
DRS
Deane Retirement Strategies New Orleans, Louisiana $236M AUM 22.39% 1-Year Est. Return
PGCM
Prescott Group Capital Management Tulsa, Oklahoma $1B AUM 51.95% 1-Year Est. Return
MCP
Mirador Capital Partners Pleasanton, California $817M AUM 42.46% 1-Year Est. Return
OC
Oppenheimer & Co New York $8.21B AUM 28.81% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Great Valley Advisor Group's RWM Position: Q2 2020 in Review

Great Valley Advisor Group sold out of ProShares Short Russell2000 (RWM) in Q2 2020, closing a stake of 39,038 shares — an estimated $1.88M sold.

Great Valley Advisor Group first reported a position in RWM in Q1 2020 and held it in 1 quarter. The position peaked at $1.88M in Q1 2020. 74 funds tracked by Wall St. Rank hold RWM as of Q2 2020.

  • Great Valley Advisor Group reported no remaining ProShares Short Russell2000 position as of Q2 2020 after selling out during the quarter.
  • Great Valley Advisor Group sold 39,038 ProShares Short Russell2000 shares in Q2 2020, an estimated $1.88M.
  • Great Valley Advisor Group first reported a position in ProShares Short Russell2000 in Q1 2020 and held it in 1 quarter.
  • Great Valley Advisor Group's ProShares Short Russell2000 position peaked at $1.88M in Q1 2020.
  • 74 funds tracked by Wall St. Rank held ProShares Short Russell2000 as of Q2 2020.

Based on Great Valley Advisor Group's 13F filing for Q2 2020, filed 31 Jul 2020.