FANJ
SH icon

Financial Architects (New Jersey)’s ProShares Short S&P500 SH Stock Holding History

Financial Architects (New Jersey)’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
2015
Q1 		– Sell
-125
Closed -$22K – 1031
2014
Q4 		$22K Hold
125
– – 0.01% 512
2014
Q3 		$23K Hold
125
– – 0.01% 454
2014
Q2 		$23K Buy
+125
New +$24.2K 0.01% 471
2013
Q4 		– Sell
-250
Closed -$56K – 492
2013
Q3 		$56K Buy
+250
New +$56.5K 0.04% 242

Other funds holding SH

BC
Brinker Capital Berwyn, Pennsylvania $3.13B AUM 9.04% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PAM
PVG Asset Management Golden, Colorado $173M AUM 64.51% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
Comerica Bank
Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return
LG
Leuthold Group Minneapolis, Minnesota $939M AUM 37.7% 1-Year Est. Return
BG
Bollard Group Boston, Massachusetts $3.27B AUM 1.06% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return