Glassman Wealth Services’s ProShares Short S&P500 SH Stock Holding History

Glassman Wealth Services’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
2016 Q3	–	Sell	-125	Closed	-$20K	–	571
2016 Q2	$20K	Buy	+125	New	+$20.2K	0.02%	219

Other funds holding SH

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CHA

Cedar Hill Associates Chicago, Illinois $261M AUM 7.91% 1-Year Est. Return

SGAM

Steinberg Global Asset Management Boca Raton, Florida $639M AUM 11.04% 1-Year Est. Return

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

Glassman Wealth Services's SH Position: Q3 2016 in Review

Glassman Wealth Services sold out of ProShares Short S&P500 (SH) in Q3 2016, closing a stake of 125 shares — an estimated $20K sold.

Glassman Wealth Services first reported a position in SH in Q2 2016 and held it in 1 quarter. The position peaked at $20K in Q2 2016. 146 funds tracked by Wall St. Rank hold SH as of Q3 2016.

Glassman Wealth Services reported no remaining ProShares Short S&P500 position as of Q3 2016 after selling out during the quarter.
Glassman Wealth Services sold 125 ProShares Short S&P500 shares in Q3 2016, an estimated $20K.
Glassman Wealth Services first reported a position in ProShares Short S&P500 in Q2 2016 and held it in 1 quarter.
Glassman Wealth Services's ProShares Short S&P500 position peaked at $20K in Q2 2016.
146 funds tracked by Wall St. Rank held ProShares Short S&P500 as of Q3 2016.

Based on Glassman Wealth Services's 13F filing for Q3 2016, filed 14 Nov 2016.