Great Valley Advisor Group
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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

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UBS Group
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LPL Financial
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Leuthold Group
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Deane Retirement Strategies
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PGCM
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Mirador Capital Partners
Mirador Capital Partners Pleasanton, California $859M AUM 41.74% 1-Year Est. Return
Oppenheimer & Co
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Commonwealth Equity Services
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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.