AIP
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Almanack Investment Partners’s ProShares Short S&P500 SH Stock Holding History

Almanack Investment Partners’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
2020
Q1 		– Sell
-2,426
Closed -$234K – 297
2019
Q4 		$234K Sell
2,426
-2,935
-55% -$296K 0.04% 180
2019
Q3 		$563K Sell
5,361
-1,006
-16% -$106K 0.11% 107
2019
Q2 		$681K Buy
6,367
+2,739
+75% +$298K 0.16% 80
2019
Q1 		$401K Buy
+3,628
New +$419K 0.11% 80

Other funds holding SH

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Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
TC
Telemus Capital Southfield, Michigan $1.21B AUM 23.28% 1-Year Est. Return
SCI
Stableford Capital II Scottsdale, Arizona $289M AUM 20.84% 1-Year Est. Return
NEIRG
New England Investment & Retirement Group North Andover, Massachusetts $434M AUM 25.45% 1-Year Est. Return
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return

Almanack Investment Partners's SH Position: Q1 2020 in Review

Almanack Investment Partners sold out of ProShares Short S&P500 (SH) in Q1 2020, closing a stake of 2,426 shares — an estimated $234K sold.

Almanack Investment Partners first reported a position in SH in Q1 2019 and held it in 4 quarters. The position peaked at $681K in Q2 2019. 205 funds tracked by Wall St. Rank hold SH as of Q1 2020.

  • Almanack Investment Partners reported no remaining ProShares Short S&P500 position as of Q1 2020 after selling out during the quarter.
  • Almanack Investment Partners sold 2,426 ProShares Short S&P500 shares in Q1 2020, an estimated $234K.
  • Almanack Investment Partners first reported a position in ProShares Short S&P500 in Q1 2019 and held it in 4 quarters.
  • Almanack Investment Partners's ProShares Short S&P500 position peaked at $681K in Q2 2019.
  • 205 funds tracked by Wall St. Rank held ProShares Short S&P500 as of Q1 2020.

Based on Almanack Investment Partners's 13F filing for Q1 2020, filed 13 May 2020.