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Calton & Associates’s ProShares Short S&P500 SH Stock Holding History

Calton & Associates’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
2018
Q1 		– Sell
-13
Closed -$1K – 1112
2017
Q4 		$1K Buy
+13
New +$1.62K ﹤0.01% 1452

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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LG
Leuthold Group Minneapolis, Minnesota $995M AUM 44.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return
SPL
Smart Portfolios LLC Seattle, Washington $100M AUM 17.17% 1-Year Est. Return
PCM
Peak Capital Management Greenwood Village, Colorado $93.5M AUM 2.28% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Calton & Associates's SH Position: Q1 2018 in Review

Calton & Associates sold out of ProShares Short S&P500 (SH) in Q1 2018, closing a stake of 13 shares — an estimated $1K sold.

Calton & Associates first reported a position in SH in Q4 2017 and held it in 1 quarter. The position peaked at $1K in Q4 2017. 123 funds tracked by Wall St. Rank hold SH as of Q1 2018.

  • Calton & Associates reported no remaining ProShares Short S&P500 position as of Q1 2018 after selling out during the quarter.
  • Calton & Associates sold 13 ProShares Short S&P500 shares in Q1 2018, an estimated $1K.
  • Calton & Associates first reported a position in ProShares Short S&P500 in Q4 2017 and held it in 1 quarter.
  • Calton & Associates's ProShares Short S&P500 position peaked at $1K in Q4 2017.
  • 123 funds tracked by Wall St. Rank held ProShares Short S&P500 as of Q1 2018.

Based on Calton & Associates's 13F filing for Q1 2018, filed 17 Apr 2018.