Capital Directions Investment Advisors’s ProShares Short S&P500 SH Stock Holding History

Capital Directions Investment 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
2019 Q2	–	Sell	-975	Closed	-$108K	–	97
2019 Q1	$108K	Buy	+975	New	+$113K	0.04%	53
2018 Q2	–	Sell	-975	Closed	-$118K	–	178
2018 Q1	$118K	Hold	975	–	–	0.04%	52
2017 Q4	$118K	Hold	975	–	–	0.04%	51
2017 Q3	$125K	Hold	975	–	–	0.04%	50
2017 Q2	$131K	Hold	975	–	–	0.04%	43
2017 Q1	$135K	Buy	+975	New	+$137K	0.05%	43

Other funds holding SH

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BFIC

Bedell Frazier Investment Counselling Walnut Creek, California $495M AUM 29.32% 1-Year Est. Return

Naman Capital Sao Paulo, Brazil $360M AUM 27.43% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Leuthold Group Minneapolis, Minnesota $939M AUM 37.7% 1-Year Est. Return

SCI

Stableford Capital II Scottsdale, Arizona $289M AUM 20.84% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Capital Directions Investment Advisors's SH Position: Q2 2019 in Review

Capital Directions Investment Advisors sold out of ProShares Short S&P500 (SH) in Q2 2019, closing a stake of 975 shares — an estimated $108K sold.

Capital Directions Investment Advisors first reported a position in SH in Q1 2017 and held it in 6 quarters. The position peaked at $135K in Q1 2017. 122 funds tracked by Wall St. Rank hold SH as of Q2 2019.

Capital Directions Investment Advisors reported no remaining ProShares Short S&P500 position as of Q2 2019 after selling out during the quarter.
Capital Directions Investment Advisors sold 975 ProShares Short S&P500 shares in Q2 2019, an estimated $108K.
Capital Directions Investment Advisors first reported a position in ProShares Short S&P500 in Q1 2017 and held it in 6 quarters.
Capital Directions Investment Advisors's ProShares Short S&P500 position peaked at $135K in Q1 2017.
122 funds tracked by Wall St. Rank held ProShares Short S&P500 as of Q2 2019.

Based on Capital Directions Investment Advisors's 13F filing for Q2 2019, filed 14 Aug 2019.