Banyan Partners’s ProShares Short S&P500 SH Stock Holding History

Banyan 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
2013 Q4	–	Sell	-1,282	Closed	-$287K	–	442
2013 Q3	$287K	Buy	+1,282	New	+$290K	0.03%	266

Other funds holding SH

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

Bollard Group Boston, Massachusetts $3.29B AUM 4.86% 1-Year Est. Return

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

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

COI

Connable Office Inc Kalamazoo, Michigan $1.14B AUM 24.79% 1-Year Est. Return

VKH

Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return

Banyan Partners's SH Position: Q4 2013 in Review

Banyan Partners sold out of ProShares Short S&P500 (SH) in Q4 2013, closing a stake of 1,282 shares — an estimated $287K sold.

Banyan Partners first reported a position in SH in Q3 2013 and held it in 1 quarter. The position peaked at $287K in Q3 2013. 95 funds tracked by Wall St. Rank hold SH as of Q4 2013.

Banyan Partners reported no remaining ProShares Short S&P500 position as of Q4 2013 after selling out during the quarter.
Banyan Partners sold 1,282 ProShares Short S&P500 shares in Q4 2013, an estimated $287K.
Banyan Partners first reported a position in ProShares Short S&P500 in Q3 2013 and held it in 1 quarter.
Banyan Partners's ProShares Short S&P500 position peaked at $287K in Q3 2013.
95 funds tracked by Wall St. Rank held ProShares Short S&P500 as of Q4 2013.

Based on Banyan Partners's 13F filing for Q4 2013, filed 12 Feb 2014.