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Belmont Global Advisors’s ProShares Short QQQ PSQ Stock Holding History

Belmont Global Advisors’s Portfolio PSQ Stock Details PSQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-750
Closed -$236K – 130
2014
Q3 		$236K Hold
750
– – 0.19% 108
2014
Q2 		$250K Buy
+750
New +$265K 0.18% 111

Other funds holding PSQ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
MIM
Macroview Investment Management Bethesda, Maryland $144M AUM 19.29% 1-Year Est. Return
HW
Hedeker Wealth Lincolnshire, Illinois $474M AUM 41.25% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
WIC
Woodmont Investment Counsel Nashville, Tennessee $1.62B AUM 18.92% 1-Year Est. Return

Belmont Global Advisors's PSQ Position: Q4 2014 in Review

Belmont Global Advisors sold out of ProShares Short QQQ (PSQ) in Q4 2014, closing a stake of 750 shares — an estimated $236K sold.

Belmont Global Advisors first reported a position in PSQ in Q2 2014 and held it in 2 quarters. The position peaked at $250K in Q2 2014. 34 funds tracked by Wall St. Rank hold PSQ as of Q4 2014.

  • Belmont Global Advisors reported no remaining ProShares Short QQQ position as of Q4 2014 after selling out during the quarter.
  • Belmont Global Advisors sold 750 ProShares Short QQQ shares in Q4 2014, an estimated $236K.
  • Belmont Global Advisors first reported a position in ProShares Short QQQ in Q2 2014 and held it in 2 quarters.
  • Belmont Global Advisors's ProShares Short QQQ position peaked at $250K in Q2 2014.
  • 34 funds tracked by Wall St. Rank held ProShares Short QQQ as of Q4 2014.

Based on Belmont Global Advisors's 13F filing for Q4 2014, filed 17 Feb 2015.