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

FDx 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
2017
Q4 		– Sell
-4,224
Closed -$544K – 1295
2017
Q3 		$544K Buy
4,224
+153
+4% +$20.1K 0.01% 770
2017
Q2 		$546K Buy
+4,071
New +$552K 0.02% 748

Other funds holding SH

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
LG
Leuthold Group Minneapolis, Minnesota $995M AUM 44.2% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
LSAG
Lake Street Advisors Group Portsmouth, New Hampshire $2.17B AUM 16.99% 1-Year Est. Return
IC
InterOcean Capital Chicago, Illinois $1.32B AUM 8.47% 1-Year Est. Return
TC
Telemus Capital Southfield, Michigan $1.21B AUM 23.28% 1-Year Est. Return

FDx Advisors's SH Position: Q4 2017 in Review

FDx Advisors sold out of ProShares Short S&P500 (SH) in Q4 2017, closing a stake of 4,224 shares — an estimated $544K sold.

FDx Advisors first reported a position in SH in Q2 2017 and held it in 2 quarters. The position peaked at $546K in Q2 2017. 115 funds tracked by Wall St. Rank hold SH as of Q4 2017.

  • FDx Advisors reported no remaining ProShares Short S&P500 position as of Q4 2017 after selling out during the quarter.
  • FDx Advisors sold 4,224 ProShares Short S&P500 shares in Q4 2017, an estimated $544K.
  • FDx Advisors first reported a position in ProShares Short S&P500 in Q2 2017 and held it in 2 quarters.
  • FDx Advisors's ProShares Short S&P500 position peaked at $546K in Q2 2017.
  • 115 funds tracked by Wall St. Rank held ProShares Short S&P500 as of Q4 2017.

Based on FDx Advisors's 13F filing for Q4 2017, filed 9 Feb 2018.