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Capstone Financial Group’s ProShares Short S&P500 SH Stock Holding History

Capstone Financial Group’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
2020
Q1 		– Sell
-1,000
Closed -$96K – 155
2019
Q4 		$96K Buy
+1,000
New +$101K 0.09% 105

Other funds holding SH

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
TC
Telemus Capital Southfield, Michigan $1.21B AUM 23.28% 1-Year Est. Return
SCI
Stableford Capital II Scottsdale, Arizona $288M AUM 21.3% 1-Year Est. Return
NEIRG
New England Investment & Retirement Group North Andover, Massachusetts $434M AUM 25.45% 1-Year Est. Return
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return

Capstone Financial Group's SH Position: Q1 2020 in Review

Capstone Financial Group sold out of ProShares Short S&P500 (SH) in Q1 2020, closing a stake of 1,000 shares — an estimated $96K sold.

Capstone Financial Group first reported a position in SH in Q4 2019 and held it in 1 quarter. The position peaked at $96K in Q4 2019. 205 funds tracked by Wall St. Rank hold SH as of Q1 2020.

  • Capstone Financial Group reported no remaining ProShares Short S&P500 position as of Q1 2020 after selling out during the quarter.
  • Capstone Financial Group sold 1,000 ProShares Short S&P500 shares in Q1 2020, an estimated $96K.
  • Capstone Financial Group first reported a position in ProShares Short S&P500 in Q4 2019 and held it in 1 quarter.
  • Capstone Financial Group's ProShares Short S&P500 position peaked at $96K in Q4 2019.
  • 205 funds tracked by Wall St. Rank held ProShares Short S&P500 as of Q1 2020.

Based on Capstone Financial Group's 13F filing for Q1 2020, filed 29 Apr 2020.