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Detwiler Fenton Investment Management’s ProShares Short S&P500 SH Stock Holding History

Detwiler Fenton Investment Management’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
Q3 		– Sell
-2,088
Closed -$390K – 92
2014
Q2 		$390K Buy
+2,088
New +$404K 0.32% 66

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U
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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
GI
Glovista Investments Jersey City, New Jersey $215M AUM 10.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Comerica Bank
Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return
BG
Bollard Group Boston, Massachusetts $3.39B AUM 1.06% 1-Year Est. Return
FM
Foster & Motley Cincinnati, Ohio $2.17B AUM 27.73% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Detwiler Fenton Investment Management's SH Position: Q3 2014 in Review

Detwiler Fenton Investment Management sold out of ProShares Short S&P500 (SH) in Q3 2014, closing a stake of 2,088 shares — an estimated $390K sold.

Detwiler Fenton Investment Management first reported a position in SH in Q2 2014 and held it in 1 quarter. The position peaked at $390K in Q2 2014. 103 funds tracked by Wall St. Rank hold SH as of Q3 2014.

  • Detwiler Fenton Investment Management reported no remaining ProShares Short S&P500 position as of Q3 2014 after selling out during the quarter.
  • Detwiler Fenton Investment Management sold 2,088 ProShares Short S&P500 shares in Q3 2014, an estimated $390K.
  • Detwiler Fenton Investment Management first reported a position in ProShares Short S&P500 in Q2 2014 and held it in 1 quarter.
  • Detwiler Fenton Investment Management's ProShares Short S&P500 position peaked at $390K in Q2 2014.
  • 103 funds tracked by Wall St. Rank held ProShares Short S&P500 as of Q3 2014.

Based on Detwiler Fenton Investment Management's 13F filing for Q3 2014, filed 24 Oct 2014.