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

Fortis Group 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
2020
Q3 		$548K Buy
+6,750
New +$560K 0.11% 96

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
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
NEIRG
New England Investment & Retirement Group North Andover, Massachusetts $434M AUM 25.45% 1-Year Est. Return
BCMO
Buckingham Capital Management (Ohio) Dayton, Ohio $872M AUM 18.49% 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

Fortis Group Advisors's SH Position: Q3 2020 in Review

Fortis Group Advisors opened a new position in ProShares Short S&P500 (SH) in Q3 2020: 6,750 shares worth $548K. The stake represents 0.11% of the portfolio and ranks #96 among its holdings.

205 funds tracked by Wall St. Rank hold SH as of Q3 2020.

  • Fortis Group Advisors held 6,750 shares of ProShares Short S&P500 worth $548K as of Q3 2020.
  • ProShares Short S&P500 was a new Fortis Group Advisors position in Q3 2020.
  • ProShares Short S&P500 made up 0.11% of Fortis Group Advisors's portfolio in Q3 2020, its #96 holding.
  • 205 funds tracked by Wall St. Rank held ProShares Short S&P500 as of Q3 2020.

Based on Fortis Group Advisors's 13F filing for Q3 2020, filed 17 Nov 2020.