Azimuth Capital Management’s ProShares Short S&P500 SH Stock Holding History

Azimuth Capital 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
2020 Q2	–	Sell	-14,825	Closed	-$1.64M	–	271
2020 Q1	$1.64M	Buy	+14,825	New	+$1.5M	0.12%	172
2016 Q4	–	Sell	-2,888	Closed	-$440K	–	283
2016 Q3	$440K	Hold	2,888	–	–	0.04%	231
2016 Q2	$458K	Hold	2,888	–	–	0.04%	225
2016 Q1	$471K	Hold	2,888	–	–	0.05%	221
2015 Q4	$482K	Sell	2,888 -2,987	-51%	-$500K	0.05%	220
2015 Q3	$1.06M	Buy	5,875 +2,875	+96%	+$496K	0.11%	179
2015 Q2	$512K	Hold	3,000	–	–	0.05%	235
2015 Q1	$515K	Hold	3,000	–	–	0.05%	232
2014 Q4	$523K	Sell	3,000 -6,500	-68%	-$1.17M	0.05%	225
2014 Q3	$1.75M	Hold	9,500	–	–	0.19%	153
2014 Q2	$1.77M	Hold	9,500	–	–	0.2%	148
2014 Q1	$1.88M	Buy	+9,500	New	+$1.92M	0.23%	136

Other funds holding SH

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

AAS

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

NEIRG

New England Investment & Retirement Group North Andover, Massachusetts $434M AUM 25.45% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Telemus Capital Southfield, Michigan $1.21B AUM 23.28% 1-Year Est. Return

HWA

HCR Wealth Advisors Los Angeles, California $1.12B AUM 33.13% 1-Year Est. Return

MCP

Mirador Capital Partners Pleasanton, California $817M AUM 42.46% 1-Year Est. Return

KWM

Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return

Azimuth Capital Management's SH Position: Q2 2020 in Review

Azimuth Capital Management sold out of ProShares Short S&P500 (SH) in Q2 2020, closing a stake of 14,825 shares — an estimated $1.64M sold.

Azimuth Capital Management first reported a position in SH in Q1 2014 and held it in 12 quarters. The position peaked at $1.88M in Q1 2014. 216 funds tracked by Wall St. Rank hold SH as of Q2 2020.

Azimuth Capital Management reported no remaining ProShares Short S&P500 position as of Q2 2020 after selling out during the quarter.
Azimuth Capital Management sold 14,825 ProShares Short S&P500 shares in Q2 2020, an estimated $1.64M.
Azimuth Capital Management first reported a position in ProShares Short S&P500 in Q1 2014 and held it in 12 quarters.
Azimuth Capital Management's ProShares Short S&P500 position peaked at $1.88M in Q1 2014.
216 funds tracked by Wall St. Rank held ProShares Short S&P500 as of Q2 2020.

Based on Azimuth Capital Management's 13F filing for Q2 2020, filed 14 Aug 2020.