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Glovista Investments’s ProShares Short S&P500 SH Stock Holding History

Glovista Investments’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 		– Sell
-8,928
Closed -$798K – 99
2020
Q2 		$798K Buy
8,928
+500
+6% +$48K 0.31% 49
2020
Q1 		$933K Buy
+8,428
New +$851K 0.48% 35
2014
Q4 		– Sell
-152,394
Closed -$28.1M – 89
2014
Q3 		$28.1M Buy
+152,394
New +$28.1M 3.67% 9
2013
Q4 		– Sell
-30,576
Closed -$6.85M – 87
2013
Q3 		$6.85M Buy
+30,576
New +$6.91M 1.23% 16

Other funds holding SH

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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 $377B AUM 19.32% 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

Glovista Investments's SH Position: Q3 2020 in Review

Glovista Investments sold out of ProShares Short S&P500 (SH) in Q3 2020, closing a stake of 8,928 shares — an estimated $798K sold.

Glovista Investments first reported a position in SH in Q3 2013 and held it in 4 quarters. The position peaked at $28.1M in Q3 2014. 205 funds tracked by Wall St. Rank hold SH as of Q3 2020.

  • Glovista Investments reported no remaining ProShares Short S&P500 position as of Q3 2020 after selling out during the quarter.
  • Glovista Investments sold 8,928 ProShares Short S&P500 shares in Q3 2020, an estimated $798K.
  • Glovista Investments first reported a position in ProShares Short S&P500 in Q3 2013 and held it in 4 quarters.
  • Glovista Investments's ProShares Short S&P500 position peaked at $28.1M in Q3 2014.
  • 205 funds tracked by Wall St. Rank held ProShares Short S&P500 as of Q3 2020.

Based on Glovista Investments's 13F filing for Q3 2020, filed 16 Nov 2020.