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Girard Partners’s ProShares Short S&P500 SH Stock Holding History

Girard Partners’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
2018
Q3 		– Sell
-3,858
Closed -$453K – 956
2018
Q2 		$453K Buy
3,858
+11
+0.3% +$1.3K 0.09% 177
2018
Q1 		$466K Buy
3,847
+4
+0.1% +$472 0.11% 156
2017
Q4 		$464K Hold
3,843
– – 0.09% 174
2017
Q3 		$494K Sell
3,843
-1,250
-25% -$164K 0.1% 161
2017
Q2 		$682K Buy
+5,093
New +$691K 0.15% 132
2014
Q2 		– Sell
-5,494
Closed -$1.08M – 143
2014
Q1 		$1.08M Buy
5,494
+719
+15% +$146K 0.77% 46
2013
Q4 		$964K Buy
+4,775
New +$1.01M 0.77% 45

Other funds holding SH

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
LG
Leuthold Group Minneapolis, Minnesota $995M AUM 44.2% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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
BCP
Berkeley Capital Partners Milton, Georgia $486M AUM 24.56% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
TC
Telemus Capital Southfield, Michigan $1.21B AUM 23.28% 1-Year Est. Return
IC
InterOcean Capital Chicago, Illinois $1.32B AUM 8.47% 1-Year Est. Return

Girard Partners's SH Position: Q3 2018 in Review

Girard Partners sold out of ProShares Short S&P500 (SH) in Q3 2018, closing a stake of 3,858 shares — an estimated $453K sold.

Girard Partners first reported a position in SH in Q4 2013 and held it in 7 quarters. The position peaked at $1.08M in Q1 2014. 103 funds tracked by Wall St. Rank hold SH as of Q3 2018.

  • Girard Partners reported no remaining ProShares Short S&P500 position as of Q3 2018 after selling out during the quarter.
  • Girard Partners sold 3,858 ProShares Short S&P500 shares in Q3 2018, an estimated $453K.
  • Girard Partners first reported a position in ProShares Short S&P500 in Q4 2013 and held it in 7 quarters.
  • Girard Partners's ProShares Short S&P500 position peaked at $1.08M in Q1 2014.
  • 103 funds tracked by Wall St. Rank held ProShares Short S&P500 as of Q3 2018.

Based on Girard Partners's 13F filing for Q3 2018, filed 9 Nov 2018.