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

Constellation Wealth 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
2014
Q2 		– Sell
-26,790
Closed -$5.29M – 215
2014
Q1 		$5.29M Buy
+26,790
New +$5.42M 0.52% 58

Other funds holding SH

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BC
Brinker Capital Berwyn, Pennsylvania $3.13B AUM 9.04% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BG
Bollard Group Boston, Massachusetts $3.39B AUM 1.06% 1-Year Est. Return
Comerica Bank
Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return
FM
Foster & Motley Cincinnati, Ohio $1.94B AUM 21.65% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

Constellation Wealth Advisors's SH Position: Q2 2014 in Review

Constellation Wealth Advisors sold out of ProShares Short S&P500 (SH) in Q2 2014, closing a stake of 26,790 shares — an estimated $5.29M sold.

Constellation Wealth Advisors first reported a position in SH in Q1 2014 and held it in 1 quarter. The position peaked at $5.29M in Q1 2014. 95 funds tracked by Wall St. Rank hold SH as of Q2 2014.

  • Constellation Wealth Advisors reported no remaining ProShares Short S&P500 position as of Q2 2014 after selling out during the quarter.
  • Constellation Wealth Advisors sold 26,790 ProShares Short S&P500 shares in Q2 2014, an estimated $5.29M.
  • Constellation Wealth Advisors first reported a position in ProShares Short S&P500 in Q1 2014 and held it in 1 quarter.
  • Constellation Wealth Advisors's ProShares Short S&P500 position peaked at $5.29M in Q1 2014.
  • 95 funds tracked by Wall St. Rank held ProShares Short S&P500 as of Q2 2014.

Based on Constellation Wealth Advisors's 13F filing for Q2 2014, filed 9 Jul 2014.