GG
SH icon

Gofen & Glossberg’s ProShares Short S&P500 SH Stock Holding History

Gofen & Glossberg’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
2022
Q2 		– Sell
-2,531
Closed -$143K – 598
2022
Q1 		$143K Buy
2,531
+31
+1% +$1.79K ﹤0.01% 563
2021
Q4 		$136K Sell
2,500
-10,625
-81% -$603K ﹤0.01% 577
2021
Q3 		$799K Buy
+13,125
New +$782K 0.02% 269

Other funds holding SH

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SFM
Stack Financial Management Whitefish, Montana $1.28B AUM 18.06% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
FM
Forward Management San Francisco, California $907M AUM 0.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
OA
Oxbow Advisors Austin, Texas $1.23B AUM 23.59% 1-Year Est. Return
KWM
Kaydan Wealth Management Fenton, Michigan $291M AUM 15.62% 1-Year Est. Return
FFC
Fure Financial Corporation Bloomington, Minnesota $122M AUM 1.51% 1-Year Est. Return
MCP
Mirador Capital Partners Pleasanton, California $859M AUM 41.74% 1-Year Est. Return

Gofen & Glossberg's SH Position: Q2 2022 in Review

Gofen & Glossberg sold out of ProShares Short S&P500 (SH) in Q2 2022, closing a stake of 2,531 shares — an estimated $143K sold.

Gofen & Glossberg first reported a position in SH in Q3 2021 and held it in 3 quarters. The position peaked at $799K in Q3 2021. 233 funds tracked by Wall St. Rank hold SH as of Q2 2022.

  • Gofen & Glossberg reported no remaining ProShares Short S&P500 position as of Q2 2022 after selling out during the quarter.
  • Gofen & Glossberg sold 2,531 ProShares Short S&P500 shares in Q2 2022, an estimated $143K.
  • Gofen & Glossberg first reported a position in ProShares Short S&P500 in Q3 2021 and held it in 3 quarters.
  • Gofen & Glossberg's ProShares Short S&P500 position peaked at $799K in Q3 2021.
  • 233 funds tracked by Wall St. Rank held ProShares Short S&P500 as of Q2 2022.

Based on Gofen & Glossberg's 13F filing for Q2 2022, filed 14 Jul 2022.