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WFG Advisors’s ProShares UltraShort Russell2000 TWM Stock Holding History

WFG Advisors’s Portfolio TWM Stock Details TWM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		– Sell
-250
Closed -$174K – 1710
2015
Q2 		$174K Buy
250
+55
+28% +$38.6K 0.05% 381
2015
Q1 		$139K Sell
195
-14
-7% -$10.8K 0.04% 444
2014
Q4 		$165K Buy
209
+19
+10% +$16.9K 0.03% 489
2014
Q3 		$187K Sell
190
-7
-4% -$6.39K 0.04% 466
2014
Q2 		$170K Buy
197
+21
+12% +$20K 0.03% 490
2014
Q1 		$161K Buy
+176
New +$168K 0.03% 483
2013
Q3 		– Sell
-117
Closed -$168K – 2254
2013
Q2 		$168K Buy
+117
New +$178K 0.03% 508

Other funds holding TWM

PAMG
Patton Albertson Miller Group Chattanooga, Tennessee $1B AUM 40.9% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
BCM
Brightfield Capital Management New York $31.2M AUM 3.22% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
HVC
Healthcare Value Capital Woodcliff Lake, New Jersey $50.7M AUM 24.72% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

WFG Advisors's TWM Position: Q3 2015 in Review

WFG Advisors sold out of ProShares UltraShort Russell2000 (TWM) in Q3 2015, closing a stake of 250 shares — an estimated $174K sold.

WFG Advisors first reported a position in TWM in Q2 2013 and held it in 7 quarters. The position peaked at $187K in Q3 2014. 43 funds tracked by Wall St. Rank hold TWM as of Q3 2015.

  • WFG Advisors reported no remaining ProShares UltraShort Russell2000 position as of Q3 2015 after selling out during the quarter.
  • WFG Advisors sold 250 ProShares UltraShort Russell2000 shares in Q3 2015, an estimated $174K.
  • WFG Advisors first reported a position in ProShares UltraShort Russell2000 in Q2 2013 and held it in 7 quarters.
  • WFG Advisors's ProShares UltraShort Russell2000 position peaked at $187K in Q3 2014.
  • 43 funds tracked by Wall St. Rank held ProShares UltraShort Russell2000 as of Q3 2015.

Based on WFG Advisors's 13F filing for Q3 2015, filed 12 Nov 2015.