RA
RWM icon

Research Affiliates’s ProShares Short Russell2000 RWM Stock Holding History

Research Affiliates’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
2013
Q3 		$3.1M Hold
42,022
– – 1.94% 12
2013
Q2 		$3.47M Buy
+42,022
New +$3.55M 2.18% 12

Other funds holding RWM

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BC
Brinker Capital Berwyn, Pennsylvania $3.13B AUM 9.04% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
LG
Leuthold Group Minneapolis, Minnesota $939M AUM 37.7% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return
B
Baird Milwaukee, Wisconsin $9.78B AUM 11.39% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Research Affiliates's RWM Position: Q3 2013 in Review

Research Affiliates held its ProShares Short Russell2000 (RWM) position steady in Q3 2013 at 42,022 shares worth $3.1M. The position accounts for 1.94% of the portfolio, ranked #12.

Research Affiliates first reported a position in RWM in Q2 2013 and has held it in 2 quarters since. The position peaked at $3.47M in Q2 2013. 38 funds tracked by Wall St. Rank hold RWM as of Q3 2013.

  • Research Affiliates held 42,022 shares of ProShares Short Russell2000 worth $3.1M as of Q3 2013.
  • Research Affiliates left its ProShares Short Russell2000 share count unchanged in Q3 2013.
  • ProShares Short Russell2000 made up 1.94% of Research Affiliates's portfolio in Q3 2013, its #12 holding.
  • Research Affiliates first reported a position in ProShares Short Russell2000 in Q2 2013 and has held it in 2 quarters since.
  • Research Affiliates's ProShares Short Russell2000 position peaked at $3.47M in Q2 2013.
  • 38 funds tracked by Wall St. Rank held ProShares Short Russell2000 as of Q3 2013.

Based on Research Affiliates's 13F filing for Q3 2013, filed 7 Nov 2013.