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Woodmont Investment Counsel’s ProShares Short Russell2000 RWM Stock Holding History

Woodmont Investment Counsel’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
Q3 		– Sell
-5,000
Closed -$2K – 568
2015
Q2 		$2K Buy
+5,000
New +$291K ﹤0.01% 513

Other funds holding RWM

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
LG
Leuthold Group Minneapolis, Minnesota $995M AUM 44.2% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
OC
Oppenheimer & Co New York $9.37B AUM 36.4% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
BA
Ballew Advisors Jackson, Mississippi $194M AUM 20.37% 1-Year Est. Return
JWS
Juncture Wealth Strategies Scottsdale, Arizona $384M AUM 27.62% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Woodmont Investment Counsel's RWM Position: Q3 2018 in Review

Woodmont Investment Counsel sold out of ProShares Short Russell2000 (RWM) in Q3 2018, closing a stake of 5,847 shares — an estimated $228K sold.

Woodmont Investment Counsel first reported a position in RWM in Q4 2013 and held it in 18 quarters. The position peaked at $6.2M in Q3 2014. 40 funds tracked by Wall St. Rank hold RWM as of Q3 2018.

  • Woodmont Investment Counsel reported no remaining ProShares Short Russell2000 position as of Q3 2018 after selling out during the quarter.
  • Woodmont Investment Counsel sold 5,847 ProShares Short Russell2000 shares in Q3 2018, an estimated $228K.
  • Woodmont Investment Counsel first reported a position in ProShares Short Russell2000 in Q4 2013 and held it in 18 quarters.
  • Woodmont Investment Counsel's ProShares Short Russell2000 position peaked at $6.2M in Q3 2014.
  • 40 funds tracked by Wall St. Rank held ProShares Short Russell2000 as of Q3 2018.

Based on Woodmont Investment Counsel's 13F filing for Q3 2018, filed 13 Nov 2018.