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

Evolution 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
2019 Q4	–	Sell	-125	Closed	-$13K	–	684
2019 Q3	$13K	Buy	+125	New	+$13.2K	0.01%	142
2019 Q1	–	Sell	-500	Closed	-$63K	–	142
2018 Q4	$63K	Buy	+500	New	+$58.9K	0.03%	89

Other funds holding SH

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BFIC

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Naman Capital Sao Paulo, Brazil $323M AUM 37.1% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Leuthold Group Minneapolis, Minnesota $995M AUM 44.2% 1-Year Est. Return

WAM

Wakefield Asset Management Englewood, Colorado $444M AUM 46.63% 1-Year Est. Return

Evolution Wealth Advisors's SH Position: Q4 2019 in Review

Evolution Wealth Advisors sold out of ProShares Short S&P500 (SH) in Q4 2019, closing a stake of 125 shares — an estimated $13K sold.

Evolution Wealth Advisors first reported a position in SH in Q4 2018 and held it in 2 quarters. The position peaked at $63K in Q4 2018. 142 funds tracked by Wall St. Rank hold SH as of Q4 2019.

Evolution Wealth Advisors reported no remaining ProShares Short S&P500 position as of Q4 2019 after selling out during the quarter.
Evolution Wealth Advisors sold 125 ProShares Short S&P500 shares in Q4 2019, an estimated $13K.
Evolution Wealth Advisors first reported a position in ProShares Short S&P500 in Q4 2018 and held it in 2 quarters.
Evolution Wealth Advisors's ProShares Short S&P500 position peaked at $63K in Q4 2018.
142 funds tracked by Wall St. Rank held ProShares Short S&P500 as of Q4 2019.

Based on Evolution Wealth Advisors's 13F filing for Q4 2019, filed 3 Feb 2020.