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AFT Forsyth & Company’s ProShares Short S&P500 SH Stock Holding History

AFT Forsyth & Company’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
Q4 		– Sell
-23,800
Closed -$2.49M – 146
2019
Q3 		$2.49M Sell
23,800
-13
-0.1% -$1.37K 2.06% 6
2019
Q2 		$2.54M Buy
+23,813
New +$2.59M 2.09% 6

Other funds holding SH

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BFIC
Bedell Frazier Investment Counselling Walnut Creek, California $495M AUM 29.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
NC
Naman Capital Sao Paulo, Brazil $323M AUM 37.1% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LG
Leuthold Group Minneapolis, Minnesota $995M AUM 44.2% 1-Year Est. Return
WAM
Wakefield Asset Management Englewood, Colorado $444M AUM 46.63% 1-Year Est. Return

AFT Forsyth & Company's SH Position: Q4 2019 in Review

AFT Forsyth & Company sold out of ProShares Short S&P500 (SH) in Q4 2019, closing a stake of 23,800 shares — an estimated $2.49M sold.

AFT Forsyth & Company first reported a position in SH in Q2 2019 and held it in 2 quarters. The position peaked at $2.54M in Q2 2019. 142 funds tracked by Wall St. Rank hold SH as of Q4 2019.

  • AFT Forsyth & Company reported no remaining ProShares Short S&P500 position as of Q4 2019 after selling out during the quarter.
  • AFT Forsyth & Company sold 23,800 ProShares Short S&P500 shares in Q4 2019, an estimated $2.49M.
  • AFT Forsyth & Company first reported a position in ProShares Short S&P500 in Q2 2019 and held it in 2 quarters.
  • AFT Forsyth & Company's ProShares Short S&P500 position peaked at $2.54M in Q2 2019.
  • 142 funds tracked by Wall St. Rank held ProShares Short S&P500 as of Q4 2019.

Based on AFT Forsyth & Company's 13F filing for Q4 2019, filed 10 Feb 2020.