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Peachtree Investment Advisors’s ProShares Short Russell2000 RWM Stock Holding History

Peachtree Investment 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
2015
Q1 		– Sell
-79,208
Closed -$4.89M – 341
2014
Q4 		$4.89M Sell
79,208
-4,137
-5% -$270K 3.28% 4
2014
Q3 		$5.73M Sell
83,345
-2,133
-2% -$141K 3.83% 3
2014
Q2 		$5.48M Buy
85,478
+21,282
+33% +$1.43M 3.66% 3
2014
Q1 		$4.24M Hold
64,196
– – 2.89% 5
2013
Q4 		$4.33M Buy
+64,196
New +$4.56M 2.96% 4

Other funds holding RWM

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
NHFG
New Harbor Financial Group Worcester, Massachusetts $633M AUM 37.53% 1-Year Est. Return
WIC
Woodmont Investment Counsel Nashville, Tennessee $1.83B AUM 25.91% 1-Year Est. Return
LG
Leuthold Group Minneapolis, Minnesota $995M AUM 44.2% 1-Year Est. Return
JWS
Juncture Wealth Strategies Scottsdale, Arizona $384M AUM 27.62% 1-Year Est. Return
JPC
Jackson Park Capital Alpine, Utah $53.7M AUM 6.17% 1-Year Est. Return
B
Baird Milwaukee, Wisconsin $9.78B AUM 11.39% 1-Year Est. Return

Peachtree Investment Advisors's RWM Position: Q1 2015 in Review

Peachtree Investment Advisors sold out of ProShares Short Russell2000 (RWM) in Q1 2015, closing a stake of 79,208 shares — an estimated $4.89M sold.

Peachtree Investment Advisors first reported a position in RWM in Q4 2013 and held it in 5 quarters. The position peaked at $5.73M in Q3 2014. 44 funds tracked by Wall St. Rank hold RWM as of Q1 2015.

  • Peachtree Investment Advisors reported no remaining ProShares Short Russell2000 position as of Q1 2015 after selling out during the quarter.
  • Peachtree Investment Advisors sold 79,208 ProShares Short Russell2000 shares in Q1 2015, an estimated $4.89M.
  • Peachtree Investment Advisors first reported a position in ProShares Short Russell2000 in Q4 2013 and held it in 5 quarters.
  • Peachtree Investment Advisors's ProShares Short Russell2000 position peaked at $5.73M in Q3 2014.
  • 44 funds tracked by Wall St. Rank held ProShares Short Russell2000 as of Q1 2015.

Based on Peachtree Investment Advisors's 13F filing for Q1 2015, filed 14 Apr 2015.