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ACG Wealth’s ProShares Short S&P500 SH Stock Holding History

ACG Wealth’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
2017
Q1 		– Sell
-2,134
Closed -$312K – 309
2016
Q4 		$312K Sell
2,134
-38
-2% -$5.72K 0.07% 176
2016
Q3 		$331K Buy
+2,172
New +$333K 0.07% 180

Other funds holding SH

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PAM
PVG Asset Management Golden, Colorado $173M AUM 64.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SGAM
Steinberg Global Asset Management Boca Raton, Florida $639M AUM 11.04% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
CHA
Cedar Hill Associates Chicago, Illinois $261M AUM 7.91% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

ACG Wealth's SH Position: Q1 2017 in Review

ACG Wealth sold out of ProShares Short S&P500 (SH) in Q1 2017, closing a stake of 2,134 shares — an estimated $312K sold.

ACG Wealth first reported a position in SH in Q3 2016 and held it in 2 quarters. The position peaked at $331K in Q3 2016. 114 funds tracked by Wall St. Rank hold SH as of Q1 2017.

  • ACG Wealth reported no remaining ProShares Short S&P500 position as of Q1 2017 after selling out during the quarter.
  • ACG Wealth sold 2,134 ProShares Short S&P500 shares in Q1 2017, an estimated $312K.
  • ACG Wealth first reported a position in ProShares Short S&P500 in Q3 2016 and held it in 2 quarters.
  • ACG Wealth's ProShares Short S&P500 position peaked at $331K in Q3 2016.
  • 114 funds tracked by Wall St. Rank held ProShares Short S&P500 as of Q1 2017.

Based on ACG Wealth's 13F filing for Q1 2017, filed 15 May 2017.