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IFP Advisors’s ProShares Short Russell2000 RWM Stock Holding History

IFP Advisors’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
2019
Q4 		– Sell
-6,612
Closed -$258K – 3082
2019
Q3 		$269K Buy
+6,612
New +$268K 0.02% 668
2018
Q2 		– Sell
-12,144
Closed -$513K – 4031
2018
Q1 		$513K Hold
12,144
– – 0.02% 613
2017
Q4 		$513K Sell
12,144
-61
-0.5% -$2.63K 0.02% 614
2017
Q3 		$533K Sell
12,205
-280
-2% -$12.9K 0.02% 668
2017
Q2 		$578K Buy
+12,485
New +$590K 0.02% 626
2017
Q1 		– Sell
-3,445
Closed -$169K – 4109
2016
Q4 		$169K Sell
3,445
-12,066
-78% -$630K 0.01% 1136
2016
Q3 		$834K Buy
15,511
+534
+4% +$29.6K 0.04% 410
2016
Q2 		$884K Buy
+14,977
New +$908K 0.05% 382
2016
Q1 		– Sell
-474
Closed -$29K – 3229
2015
Q4 		$29K Buy
+474
New +$29K ﹤0.01% 1950

Other funds holding RWM

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LG
Leuthold Group Minneapolis, Minnesota $939M AUM 37.7% 1-Year Est. Return
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
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
JWS
Juncture Wealth Strategies Scottsdale, Arizona $384M AUM 27.62% 1-Year Est. Return
BA
Ballew Advisors Jackson, Mississippi $194M AUM 20.37% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return

IFP Advisors's RWM Position: Q4 2019 in Review

IFP Advisors sold out of ProShares Short Russell2000 (RWM) in Q4 2019, closing a stake of 6,612 shares — an estimated $258K sold.

IFP Advisors first reported a position in RWM in Q4 2015 and held it in 9 quarters. The position peaked at $884K in Q2 2016. 44 funds tracked by Wall St. Rank hold RWM as of Q4 2019.

  • IFP Advisors reported no remaining ProShares Short Russell2000 position as of Q4 2019 after selling out during the quarter.
  • IFP Advisors sold 6,612 ProShares Short Russell2000 shares in Q4 2019, an estimated $258K.
  • IFP Advisors first reported a position in ProShares Short Russell2000 in Q4 2015 and held it in 9 quarters.
  • IFP Advisors's ProShares Short Russell2000 position peaked at $884K in Q2 2016.
  • 44 funds tracked by Wall St. Rank held ProShares Short Russell2000 as of Q4 2019.

Based on IFP Advisors's 13F filing for Q4 2019, filed 17 Jan 2020.