1834 Investment Advisors’s ProShares Short S&P500 SH Stock Holding History

1834 Investment Advisors’s Portfolio SH Stock Details SH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q2	–	Sell	-4,848	Closed	-$588K	–	459
2018 Q1	$588K	Buy	+4,848	New	+$571K	0.1%	116
2017 Q1	–	Sell	-3,450	Closed	-$504K	–	185
2016 Q4	$504K	Buy	+3,450	New	+$520K	0.1%	120

Other funds holding SH

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

Leuthold Group Minneapolis, Minnesota $995M AUM 44.2% 1-Year Est. Return

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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

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

PCM

Peak Capital Management Greenwood Village, Colorado $93.5M AUM 2.28% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

SCI

Stableford Capital II Scottsdale, Arizona $289M AUM 20.84% 1-Year Est. Return

1834 Investment Advisors's SH Position: Q2 2018 in Review

1834 Investment Advisors sold out of ProShares Short S&P500 (SH) in Q2 2018, closing a stake of 4,848 shares — an estimated $588K sold.

1834 Investment Advisors first reported a position in SH in Q4 2016 and held it in 2 quarters. The position peaked at $588K in Q1 2018. 104 funds tracked by Wall St. Rank hold SH as of Q2 2018.

1834 Investment Advisors reported no remaining ProShares Short S&P500 position as of Q2 2018 after selling out during the quarter.
1834 Investment Advisors sold 4,848 ProShares Short S&P500 shares in Q2 2018, an estimated $588K.
1834 Investment Advisors first reported a position in ProShares Short S&P500 in Q4 2016 and held it in 2 quarters.
1834 Investment Advisors's ProShares Short S&P500 position peaked at $588K in Q1 2018.
104 funds tracked by Wall St. Rank held ProShares Short S&P500 as of Q2 2018.

Based on 1834 Investment Advisors's 13F filing for Q2 2018, filed 13 Aug 2018.