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Bristlecone Advisors’s ProShares Short S&P500 SH Stock Holding History

Bristlecone Advisors’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
2017
Q4 		– Sell
-1,025
Closed -$132K – 251
2017
Q3 		$132K Buy
+1,025
New +$135K 0.04% 157

Other funds holding SH

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
LG
Leuthold Group Minneapolis, Minnesota $995M AUM 44.2% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
LSAG
Lake Street Advisors Group Portsmouth, New Hampshire $2.17B AUM 16.99% 1-Year Est. Return
IC
InterOcean Capital Chicago, Illinois $1.32B AUM 8.47% 1-Year Est. Return
TC
Telemus Capital Southfield, Michigan $1.21B AUM 23.28% 1-Year Est. Return

Bristlecone Advisors's SH Position: Q4 2017 in Review

Bristlecone Advisors sold out of ProShares Short S&P500 (SH) in Q4 2017, closing a stake of 1,025 shares — an estimated $132K sold.

Bristlecone Advisors first reported a position in SH in Q3 2017 and held it in 1 quarter. The position peaked at $132K in Q3 2017. 115 funds tracked by Wall St. Rank hold SH as of Q4 2017.

  • Bristlecone Advisors reported no remaining ProShares Short S&P500 position as of Q4 2017 after selling out during the quarter.
  • Bristlecone Advisors sold 1,025 ProShares Short S&P500 shares in Q4 2017, an estimated $132K.
  • Bristlecone Advisors first reported a position in ProShares Short S&P500 in Q3 2017 and held it in 1 quarter.
  • Bristlecone Advisors's ProShares Short S&P500 position peaked at $132K in Q3 2017.
  • 115 funds tracked by Wall St. Rank held ProShares Short S&P500 as of Q4 2017.

Based on Bristlecone Advisors's 13F filing for Q4 2017, filed 30 Jan 2018.