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Leicht Financial Planning & Wealth Management’s ProShares Short Russell2000 RWM Stock Holding History

Leicht Financial Planning & Wealth Management’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
-11,169
Closed -$454K – 67
2019
Q3 		$454K Buy
+11,169
New +$453K 0.43% 41

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

Leicht Financial Planning & Wealth Management's RWM Position: Q4 2019 in Review

Leicht Financial Planning & Wealth Management sold out of ProShares Short Russell2000 (RWM) in Q4 2019, closing a stake of 11,169 shares — an estimated $454K sold.

Leicht Financial Planning & Wealth Management first reported a position in RWM in Q3 2019 and held it in 1 quarter. The position peaked at $454K in Q3 2019. 44 funds tracked by Wall St. Rank hold RWM as of Q4 2019.

  • Leicht Financial Planning & Wealth Management reported no remaining ProShares Short Russell2000 position as of Q4 2019 after selling out during the quarter.
  • Leicht Financial Planning & Wealth Management sold 11,169 ProShares Short Russell2000 shares in Q4 2019, an estimated $454K.
  • Leicht Financial Planning & Wealth Management first reported a position in ProShares Short Russell2000 in Q3 2019 and held it in 1 quarter.
  • Leicht Financial Planning & Wealth Management's ProShares Short Russell2000 position peaked at $454K in Q3 2019.
  • 44 funds tracked by Wall St. Rank held ProShares Short Russell2000 as of Q4 2019.

Based on Leicht Financial Planning & Wealth Management's 13F filing for Q4 2019, filed 17 Jan 2020.