Winch Advisory Services’s ProShares Short Russell2000 RWM Stock Holding History

Winch Advisory Services’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
2016 Q3	–	Sell	-22	Closed	-$1K	–	289
2016 Q2	$1K	Hold	22	–	–	﹤0.01%	252
2016 Q1	$1K	Buy	+22	New	+$1.48K	﹤0.01%	225

Other funds holding RWM

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

JWS

Juncture Wealth Strategies Scottsdale, Arizona $384M AUM 27.62% 1-Year Est. Return

NHFG

New Harbor Financial Group Worcester, Massachusetts $633M AUM 37.53% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

IPC

Independent Portfolio Consultants Boca Raton, Florida $241M AUM 21.8% 1-Year Est. Return

Winch Advisory Services's RWM Position: Q3 2016 in Review

Winch Advisory Services sold out of ProShares Short Russell2000 (RWM) in Q3 2016, closing a stake of 22 shares — an estimated $1K sold.

Winch Advisory Services first reported a position in RWM in Q1 2016 and held it in 2 quarters. The position peaked at $1K in Q2 2016. 39 funds tracked by Wall St. Rank hold RWM as of Q3 2016.

Winch Advisory Services reported no remaining ProShares Short Russell2000 position as of Q3 2016 after selling out during the quarter.
Winch Advisory Services sold 22 ProShares Short Russell2000 shares in Q3 2016, an estimated $1K.
Winch Advisory Services first reported a position in ProShares Short Russell2000 in Q1 2016 and held it in 2 quarters.
Winch Advisory Services's ProShares Short Russell2000 position peaked at $1K in Q2 2016.
39 funds tracked by Wall St. Rank held ProShares Short Russell2000 as of Q3 2016.

Based on Winch Advisory Services's 13F filing for Q3 2016, filed 2 Nov 2016.