GIA
SDS icon

Gladstone Institutional Advisory’s ProShares UltraShort S&P500 SDS Stock Holding History

Gladstone Institutional Advisory’s Portfolio SDS Stock Details SDS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-280
Closed -$207K – 290
2019
Q3 		$207K Buy
+280
New +$211K 0.05% 264

Other funds holding SDS

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
CIAS
Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return
DS
DRW Securities Chicago, Illinois $4.11B AUM 21.98% 1-Year Est. Return
PAM
PVG Asset Management Golden, Colorado $173M AUM 64.51% 1-Year Est. Return
VF
Virtu Financial New York $3.18B AUM 65.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
IAM
ICM Asset Management Spokane, Washington $18.1M AUM 30.29% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return
SM
Southport Management Wilson, Wyoming $28.6M AUM 41.61% 1-Year Est. Return
HR
Hayden Royal Charlotte, North Carolina $42.7M AUM 33.86% 1-Year Est. Return

Gladstone Institutional Advisory's SDS Position: Q4 2019 in Review

Gladstone Institutional Advisory sold out of ProShares UltraShort S&P500 (SDS) in Q4 2019, closing a stake of 280 shares — an estimated $207K sold.

Gladstone Institutional Advisory first reported a position in SDS in Q3 2019 and held it in 1 quarter. The position peaked at $207K in Q3 2019. 76 funds tracked by Wall St. Rank hold SDS as of Q4 2019.

  • Gladstone Institutional Advisory reported no remaining ProShares UltraShort S&P500 position as of Q4 2019 after selling out during the quarter.
  • Gladstone Institutional Advisory sold 280 ProShares UltraShort S&P500 shares in Q4 2019, an estimated $207K.
  • Gladstone Institutional Advisory first reported a position in ProShares UltraShort S&P500 in Q3 2019 and held it in 1 quarter.
  • Gladstone Institutional Advisory's ProShares UltraShort S&P500 position peaked at $207K in Q3 2019.
  • 76 funds tracked by Wall St. Rank held ProShares UltraShort S&P500 as of Q4 2019.

Based on Gladstone Institutional Advisory's 13F filing for Q4 2019, filed 12 Feb 2020.