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Grimes & Company’s ProShares Short Russell2000 RWM Stock Holding History

Grimes & Company’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
2017
Q2 		– Sell
-25,465
Closed -$1.21M – 212
2017
Q1 		$1.21M Buy
+25,465
New +$1.23M 0.13% 100
2016
Q1 		– Sell
-5,609
Closed -$348K – 207
2015
Q4 		$348K Buy
5,609
+1,662
+42% +$102K 0.05% 146
2015
Q3 		$257K Buy
+3,947
New +$239K 0.03% 155

Other funds holding RWM

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
JWS
Juncture Wealth Strategies Scottsdale, Arizona $384M AUM 27.62% 1-Year Est. Return
CAM
Chesapeake Asset Management New York $126M AUM 36.76% 1-Year Est. Return
WIC
Woodmont Investment Counsel Nashville, Tennessee $1.62B AUM 18.92% 1-Year Est. Return

Grimes & Company's RWM Position: Q2 2017 in Review

Grimes & Company sold out of ProShares Short Russell2000 (RWM) in Q2 2017, closing a stake of 25,465 shares — an estimated $1.21M sold.

Grimes & Company first reported a position in RWM in Q3 2015 and held it in 3 quarters. The position peaked at $1.21M in Q1 2017. 46 funds tracked by Wall St. Rank hold RWM as of Q2 2017.

  • Grimes & Company reported no remaining ProShares Short Russell2000 position as of Q2 2017 after selling out during the quarter.
  • Grimes & Company sold 25,465 ProShares Short Russell2000 shares in Q2 2017, an estimated $1.21M.
  • Grimes & Company first reported a position in ProShares Short Russell2000 in Q3 2015 and held it in 3 quarters.
  • Grimes & Company's ProShares Short Russell2000 position peaked at $1.21M in Q1 2017.
  • 46 funds tracked by Wall St. Rank held ProShares Short Russell2000 as of Q2 2017.

Based on Grimes & Company's 13F filing for Q2 2017, filed 18 Jul 2017.