BFEC
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Benjamin F. Edwards & Company’s ProShares Short S&P500 SH Stock Holding History

Benjamin F. Edwards & Company’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
2019
Q1 		– Sell
-75
Closed -$9K – 1772
2018
Q4 		$9K Buy
+75
New +$8.83K ﹤0.01% 1322
2018
Q2 		– Sell
-75
Closed -$9K – 1649
2018
Q1 		$9K Sell
75
-50
-40% -$5.89K ﹤0.01% 1292
2017
Q4 		$15K Hold
125
– – ﹤0.01% 1099
2017
Q3 		$16K Buy
+125
New +$16.4K ﹤0.01% 1040

Other funds holding SH

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
RAG
RIA Advisory Group Des Moines, Iowa $460M AUM 29% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return
GS
GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return
KWM
Kaydan Wealth Management Fenton, Michigan $328M AUM 24.93% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
CI
CPR Investments Rochester, Michigan $130M AUM 29.56% 1-Year Est. Return

Benjamin F. Edwards & Company's SH Position: Q3 2023 in Review

Benjamin F. Edwards & Company sold out of ProShares Short S&P500 (SH) in Q3 2023, closing a stake of 1,645 shares — an estimated $91K sold.

Benjamin F. Edwards & Company first reported a position in SH in Q3 2015 and held it in 19 quarters. The position peaked at $3.85M in Q3 2016. 205 funds tracked by Wall St. Rank hold SH as of Q3 2023.

  • Benjamin F. Edwards & Company reported no remaining ProShares Short S&P500 position as of Q3 2023 after selling out during the quarter.
  • Benjamin F. Edwards & Company sold 1,645 ProShares Short S&P500 shares in Q3 2023, an estimated $91K.
  • Benjamin F. Edwards & Company first reported a position in ProShares Short S&P500 in Q3 2015 and held it in 19 quarters.
  • Benjamin F. Edwards & Company's ProShares Short S&P500 position peaked at $3.85M in Q3 2016.
  • 205 funds tracked by Wall St. Rank held ProShares Short S&P500 as of Q3 2023.

Based on Benjamin F. Edwards & Company's 13F filing for Q3 2023, filed 13 Nov 2023.