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WFG Advisors’s ProShares Short Russell2000 RWM Stock Holding History

WFG 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
-175
Closed -$11K – 2025
2014
Q4 		$11K Hold
175
– – ﹤0.01% 1428
2014
Q3 		$12K Buy
+175
New +$11.6K ﹤0.01% 1438
2014
Q2 		– Sell
-38
Closed -$2K – 2054
2014
Q1 		$2K Buy
+38
New +$2.55K ﹤0.01% 1820
2013
Q4 		– Sell
-375
Closed -$28K – 2300
2013
Q3 		$28K Sell
375
-125
-25% -$9.59K ﹤0.01% 1137
2013
Q2 		$41K Buy
+500
New +$42.2K 0.01% 961

Other funds holding RWM

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 1-Year Est. Return
NHFG
New Harbor Financial Group Worcester, Massachusetts $567M AUM 41.38% 1-Year Est. Return
WIC
Woodmont Investment Counsel Nashville, Tennessee $1.62B AUM 18.92% 1-Year Est. Return
LG
Leuthold Group Minneapolis, Minnesota $939M AUM 37.7% 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

WFG Advisors's RWM Position: Q1 2015 in Review

WFG Advisors sold out of ProShares Short Russell2000 (RWM) in Q1 2015, closing a stake of 175 shares — an estimated $11K sold.

WFG Advisors first reported a position in RWM in Q2 2013 and held it in 5 quarters. The position peaked at $41K in Q2 2013. 44 funds tracked by Wall St. Rank hold RWM as of Q1 2015.

  • WFG Advisors reported no remaining ProShares Short Russell2000 position as of Q1 2015 after selling out during the quarter.
  • WFG Advisors sold 175 ProShares Short Russell2000 shares in Q1 2015, an estimated $11K.
  • WFG Advisors first reported a position in ProShares Short Russell2000 in Q2 2013 and held it in 5 quarters.
  • WFG Advisors's ProShares Short Russell2000 position peaked at $41K in Q2 2013.
  • 44 funds tracked by Wall St. Rank held ProShares Short Russell2000 as of Q1 2015.

Based on WFG Advisors's 13F filing for Q1 2015, filed 12 May 2015.