Patton Albertson Miller Group’s ProShares Short Russell2000 RWM Stock Holding History

Patton Albertson Miller 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
2014 Q4	–	Sell	-19,600	Closed	-$1.32M	–	154
2014 Q3	$1.32M	Buy	+19,600	New	+$1.3M	0.69%	46

Other funds holding RWM

Evergreen Capital Management Bellevue, Washington $4.61B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Leuthold Group Minneapolis, Minnesota $939M AUM 37.7% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

New Harbor Financial Group Worcester, Massachusetts $551M AUM 41.38% 1-Year Est. Return

Juncture Wealth Strategies Scottsdale, Arizona $384M AUM 27.62% 1-Year Est. Return

Peachtree Investment Advisors Atlanta, Georgia $130M AUM 7.81% 1-Year Est. Return

Portfolio Strategies (Washington) Tacoma, Washington $50.1M AUM 11.94% 1-Year Est. Return