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Bel Air Investment Advisors’s ProShares UltraShort S&P500 SDS Stock Holding History

Bel Air Investment Advisors’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
2013
Q3 		$219K Buy
+60
New +$224K 0.03% 105

Other funds holding SDS

SO
STRS Ohio Columbus, Ohio $25.2B AUM 30.31% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
FI
FCM Investments Dallas, Texas $70.1M AUM 26.28% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return
BG
Bollard Group Boston, Massachusetts $3.39B AUM 1.06% 1-Year Est. Return
SM
Southport Management Wilson, Wyoming $28.6M AUM 41.61% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

Bel Air Investment Advisors's SDS Position: Q3 2013 in Review

Bel Air Investment Advisors opened a new position in ProShares UltraShort S&P500 (SDS) in Q3 2013: 60 shares worth $219K. The stake represents 0.03% of the portfolio and ranks #105 among its holdings.

85 funds tracked by Wall St. Rank hold SDS as of Q3 2013.

  • Bel Air Investment Advisors held 60 shares of ProShares UltraShort S&P500 worth $219K as of Q3 2013.
  • ProShares UltraShort S&P500 was a new Bel Air Investment Advisors position in Q3 2013.
  • ProShares UltraShort S&P500 made up 0.03% of Bel Air Investment Advisors's portfolio in Q3 2013, its #105 holding.
  • 85 funds tracked by Wall St. Rank held ProShares UltraShort S&P500 as of Q3 2013.

Based on Bel Air Investment Advisors's 13F filing for Q3 2013, filed 12 Nov 2013.