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Family Management’s ProShares Short S&P500 SH Stock Holding History

Family 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
2020
Q2 		– Sell
-8,456
Closed -$936K – 171
2020
Q1 		$936K Buy
+8,456
New +$854K 0.47% 53

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
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
NEIRG
New England Investment & Retirement Group North Andover, Massachusetts $434M AUM 25.45% 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
HWA
HCR Wealth Advisors Los Angeles, California $1.12B AUM 33.13% 1-Year Est. Return
MCP
Mirador Capital Partners Pleasanton, California $817M AUM 42.46% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $8.25B AUM 24.8% 1-Year Est. Return

Family Management's SH Position: Q2 2020 in Review

Family Management sold out of ProShares Short S&P500 (SH) in Q2 2020, closing a stake of 8,456 shares — an estimated $936K sold.

Family Management first reported a position in SH in Q1 2020 and held it in 1 quarter. The position peaked at $936K in Q1 2020. 216 funds tracked by Wall St. Rank hold SH as of Q2 2020.

  • Family Management reported no remaining ProShares Short S&P500 position as of Q2 2020 after selling out during the quarter.
  • Family Management sold 8,456 ProShares Short S&P500 shares in Q2 2020, an estimated $936K.
  • Family Management first reported a position in ProShares Short S&P500 in Q1 2020 and held it in 1 quarter.
  • Family Management's ProShares Short S&P500 position peaked at $936K in Q1 2020.
  • 216 funds tracked by Wall St. Rank held ProShares Short S&P500 as of Q2 2020.

Based on Family Management's 13F filing for Q2 2020, filed 13 Aug 2020.