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Apriem Advisors’s ProShares Short S&P500 SH Stock Holding History

Apriem Advisors’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
2014
Q1 		– Sell
-250
Closed -$50K – 520
2013
Q4 		$50K Sell
250
-8,641
-97% -$1.83M 0.02% 206
2013
Q3 		$1.99M Sell
8,891
-797
-8% -$180K 0.86% 40
2013
Q2 		$2.3M Buy
+9,688
New +$2.3M 1.13% 33

Other funds holding SH

ACM
Aviance Capital Management Sarasota, Florida $668M AUM 6.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BG
Bollard Group Boston, Massachusetts $3.39B AUM 1.06% 1-Year Est. Return
GC
Gratia Capital Los Angeles, California $227M AUM 16.14% 1-Year Est. Return
Comerica Bank
Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return
SGAM
Steinberg Global Asset Management Boca Raton, Florida $639M AUM 11.04% 1-Year Est. Return

Apriem Advisors's SH Position: Q1 2014 in Review

Apriem Advisors sold out of ProShares Short S&P500 (SH) in Q1 2014, closing a stake of 250 shares — an estimated $50K sold.

Apriem Advisors first reported a position in SH in Q2 2013 and held it in 3 quarters. The position peaked at $2.3M in Q2 2013. 96 funds tracked by Wall St. Rank hold SH as of Q1 2014.

  • Apriem Advisors reported no remaining ProShares Short S&P500 position as of Q1 2014 after selling out during the quarter.
  • Apriem Advisors sold 250 ProShares Short S&P500 shares in Q1 2014, an estimated $50K.
  • Apriem Advisors first reported a position in ProShares Short S&P500 in Q2 2013 and held it in 3 quarters.
  • Apriem Advisors's ProShares Short S&P500 position peaked at $2.3M in Q2 2013.
  • 96 funds tracked by Wall St. Rank held ProShares Short S&P500 as of Q1 2014.

Based on Apriem Advisors's 13F filing for Q1 2014, filed 13 May 2014.