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Shaker Investments’s ProShares Short Russell2000 RWM Stock Holding History

Shaker Investments’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
Q1 		– Sell
-25,000
Closed -$1.69M – 56
2013
Q4 		$1.69M Buy
+25,000
New +$1.78M 1.09% 29

Other funds holding RWM

BC
Brinker Capital Berwyn, Pennsylvania $3.13B AUM 9.04% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
PIA
Peachtree Investment Advisors Atlanta, Georgia $130M AUM 7.81% 1-Year Est. Return
WIC
Woodmont Investment Counsel Nashville, Tennessee $1.83B AUM 25.91% 1-Year Est. Return

Shaker Investments's RWM Position: Q1 2014 in Review

Shaker Investments sold out of ProShares Short Russell2000 (RWM) in Q1 2014, closing a stake of 25,000 shares — an estimated $1.69M sold.

Shaker Investments first reported a position in RWM in Q4 2013 and held it in 1 quarter. The position peaked at $1.69M in Q4 2013. 44 funds tracked by Wall St. Rank hold RWM as of Q1 2014.

  • Shaker Investments reported no remaining ProShares Short Russell2000 position as of Q1 2014 after selling out during the quarter.
  • Shaker Investments sold 25,000 ProShares Short Russell2000 shares in Q1 2014, an estimated $1.69M.
  • Shaker Investments first reported a position in ProShares Short Russell2000 in Q4 2013 and held it in 1 quarter.
  • Shaker Investments's ProShares Short Russell2000 position peaked at $1.69M in Q4 2013.
  • 44 funds tracked by Wall St. Rank held ProShares Short Russell2000 as of Q1 2014.

Based on Shaker Investments's 13F filing for Q1 2014, filed 8 Apr 2014.