Anchor Investment Management’s ProShares Short S&P500 SH Stock Holding History

Anchor Investment 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	-50	Closed	-$5.53K	–	819
2019 Q1	$5.53K	Hold	50	–	–	﹤0.01%	677
2018 Q4	$6.27K	Sell	50 -175	-78%	-$20.6K	﹤0.01%	673
2018 Q3	$24.6K	Hold	225	–	–	0.01%	550
2018 Q2	$26.4K	Hold	225	–	–	0.01%	553
2018 Q1	$27.3K	Hold	225	–	–	0.01%	543
2017 Q4	$27.2K	Hold	225	–	–	0.01%	536
2017 Q3	$29K	Hold	225	–	–	0.01%	520
2017 Q2	$30.1K	Hold	225	–	–	0.01%	454
2017 Q1	$31K	Hold	225	–	–	0.01%	442
2016 Q4	$32.9K	Buy	225 +125	+125%	+$18.8K	0.01%	420
2016 Q3	$15.2K	Hold	100	–	–	0.01%	479
2016 Q2	$15.9K	Hold	100	–	–	0.01%	468
2016 Q1	$16.3K	Buy	+100	New	+$17.4K	0.01%	446

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

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

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

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

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 Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Anchor Investment Management's SH Position: Q2 2019 in Review

Anchor Investment Management sold out of ProShares Short S&P500 (SH) in Q2 2019, closing a stake of 50 shares — an estimated $5.53K sold.

Anchor Investment Management first reported a position in SH in Q1 2016 and held it in 13 quarters. The position peaked at $32.9K in Q4 2016. 122 funds tracked by Wall St. Rank hold SH as of Q2 2019.

Anchor Investment Management reported no remaining ProShares Short S&P500 position as of Q2 2019 after selling out during the quarter.
Anchor Investment Management sold 50 ProShares Short S&P500 shares in Q2 2019, an estimated $5.53K.
Anchor Investment Management first reported a position in ProShares Short S&P500 in Q1 2016 and held it in 13 quarters.
Anchor Investment Management's ProShares Short S&P500 position peaked at $32.9K in Q4 2016.
122 funds tracked by Wall St. Rank held ProShares Short S&P500 as of Q2 2019.

Based on Anchor Investment Management's 13F filing for Q2 2019, filed 3 Jan 2024.