AWM
SH icon

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

Aevitas Wealth Management’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
2019
Q2 		– Sell
-32
Closed -$3K – 294
2019
Q1 		$3K Hold
32
– – ﹤0.01% 349
2018
Q4 		$4K Sell
32
-375
-92% -$44.2K ﹤0.01% 349
2018
Q3 		$45K Sell
407
-125
-23% -$14K 0.04% 207
2018
Q2 		$62K Hold
532
– – 0.06% 172
2018
Q1 		$64K Buy
+532
New +$62.7K 0.06% 164

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
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
BFIC
Bedell Frazier Investment Counselling Walnut Creek, California $495M AUM 29.32% 1-Year Est. Return
NC
Naman Capital Sao Paulo, Brazil $323M AUM 37.1% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
LG
Leuthold Group Minneapolis, Minnesota $995M AUM 44.2% 1-Year Est. Return
SCI
Stableford Capital II Scottsdale, Arizona $289M AUM 20.84% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Aevitas Wealth Management's SH Position: Q2 2019 in Review

Aevitas Wealth Management sold out of ProShares Short S&P500 (SH) in Q2 2019, closing a stake of 32 shares — an estimated $3K sold.

Aevitas Wealth Management first reported a position in SH in Q1 2018 and held it in 5 quarters. The position peaked at $64K in Q1 2018. 122 funds tracked by Wall St. Rank hold SH as of Q2 2019.

  • Aevitas Wealth Management reported no remaining ProShares Short S&P500 position as of Q2 2019 after selling out during the quarter.
  • Aevitas Wealth Management sold 32 ProShares Short S&P500 shares in Q2 2019, an estimated $3K.
  • Aevitas Wealth Management first reported a position in ProShares Short S&P500 in Q1 2018 and held it in 5 quarters.
  • Aevitas Wealth Management's ProShares Short S&P500 position peaked at $64K in Q1 2018.
  • 122 funds tracked by Wall St. Rank held ProShares Short S&P500 as of Q2 2019.

Based on Aevitas Wealth Management's 13F filing for Q2 2019, filed 26 Jul 2019.