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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

ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LG
Leuthold Group Minneapolis, Minnesota $995M AUM 44.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
NHFG
New Harbor Financial Group Worcester, Massachusetts $633M AUM 37.53% 1-Year Est. Return
JWS
Juncture Wealth Strategies Scottsdale, Arizona $390M AUM 19.15% 1-Year Est. Return
PIA
Peachtree Investment Advisors Atlanta, Georgia $130M AUM 7.81% 1-Year Est. Return
PSW
Portfolio Strategies (Washington) Tacoma, Washington $50.1M AUM 11.94% 1-Year Est. Return

Patton Albertson Miller Group's RWM Position: Q4 2014 in Review

Patton Albertson Miller Group sold out of ProShares Short Russell2000 (RWM) in Q4 2014, closing a stake of 19,600 shares — an estimated $1.32M sold.

Patton Albertson Miller Group first reported a position in RWM in Q3 2014 and held it in 1 quarter. The position peaked at $1.32M in Q3 2014. 58 funds tracked by Wall St. Rank hold RWM as of Q4 2014.

  • Patton Albertson Miller Group reported no remaining ProShares Short Russell2000 position as of Q4 2014 after selling out during the quarter.
  • Patton Albertson Miller Group sold 19,600 ProShares Short Russell2000 shares in Q4 2014, an estimated $1.32M.
  • Patton Albertson Miller Group first reported a position in ProShares Short Russell2000 in Q3 2014 and held it in 1 quarter.
  • Patton Albertson Miller Group's ProShares Short Russell2000 position peaked at $1.32M in Q3 2014.
  • 58 funds tracked by Wall St. Rank held ProShares Short Russell2000 as of Q4 2014.

Based on Patton Albertson Miller Group's 13F filing for Q4 2014, filed 8 Jan 2015.