BCWM
SDS icon

Bartlett & Co Wealth Management’s ProShares UltraShort S&P500 SDS Stock Holding History

Bartlett & Co Wealth Management’s Portfolio SDS Stock Details SDS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-5
Closed -$4.16K – 802
2019
Q1 		$4.16K Hold
5
– – ﹤0.01% 622
2018
Q4 		$5.39K Hold
5
– – ﹤0.01% 616
2018
Q3 		$4.16K Hold
5
– – ﹤0.01% 648
2018
Q2 		$4.78K Buy
+5
New +$4.86K ﹤0.01% 641

Other funds holding SDS

TB
Terril Brothers St. Louis, Missouri $388M AUM 29.38% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
PAM
PVG Asset Management Golden, Colorado $173M AUM 64.51% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return
CIAS
Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
MG
Meditor Group Hamilton, Bermuda $48.1M AUM 38.67% 1-Year Est. Return
WAS
WESPAC Advisors SoCal Pasadena, California $560M AUM 37.11% 1-Year Est. Return
KC
Kingfisher Capital Charlotte, North Carolina $437M AUM 41.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bartlett & Co Wealth Management's SDS Position: Q2 2019 in Review

Bartlett & Co Wealth Management sold out of ProShares UltraShort S&P500 (SDS) in Q2 2019, closing a stake of 5 shares — an estimated $4.16K sold.

Bartlett & Co Wealth Management first reported a position in SDS in Q2 2018 and held it in 4 quarters. The position peaked at $5.39K in Q4 2018. 61 funds tracked by Wall St. Rank hold SDS as of Q2 2019.

  • Bartlett & Co Wealth Management reported no remaining ProShares UltraShort S&P500 position as of Q2 2019 after selling out during the quarter.
  • Bartlett & Co Wealth Management sold 5 ProShares UltraShort S&P500 shares in Q2 2019, an estimated $4.16K.
  • Bartlett & Co Wealth Management first reported a position in ProShares UltraShort S&P500 in Q2 2018 and held it in 4 quarters.
  • Bartlett & Co Wealth Management's ProShares UltraShort S&P500 position peaked at $5.39K in Q4 2018.
  • 61 funds tracked by Wall St. Rank held ProShares UltraShort S&P500 as of Q2 2019.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2019, filed 13 Feb 2024.