GC
PSQ icon

Grimes & Company’s ProShares Short QQQ PSQ Stock Holding History

Grimes & Company’s Portfolio PSQ Stock Details PSQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-8,923
Closed -$1.53M – 245
2018
Q4 		$1.53M Buy
+8,923
New +$1.44M 0.15% 89
2017
Q3 		– Sell
-2,000
Closed -$405K – 215
2017
Q2 		$405K Buy
+2,000
New +$406K 0.05% 148

Other funds holding PSQ

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
NL
NKCFO LLC Geneva, Illinois $330M AUM 51.3% 1-Year Est. Return
VF
Virtu Financial New York $3.18B AUM 65.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HWA
HCR Wealth Advisors Los Angeles, California $1.12B AUM 33.13% 1-Year Est. Return
WAM
Wakefield Asset Management Englewood, Colorado $444M AUM 46.63% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
BA
Ballew Advisors Jackson, Mississippi $194M AUM 20.37% 1-Year Est. Return

Grimes & Company's PSQ Position: Q1 2019 in Review

Grimes & Company sold out of ProShares Short QQQ (PSQ) in Q1 2019, closing a stake of 8,923 shares — an estimated $1.53M sold.

Grimes & Company first reported a position in PSQ in Q2 2017 and held it in 2 quarters. The position peaked at $1.53M in Q4 2018. 44 funds tracked by Wall St. Rank hold PSQ as of Q1 2019.

  • Grimes & Company reported no remaining ProShares Short QQQ position as of Q1 2019 after selling out during the quarter.
  • Grimes & Company sold 8,923 ProShares Short QQQ shares in Q1 2019, an estimated $1.53M.
  • Grimes & Company first reported a position in ProShares Short QQQ in Q2 2017 and held it in 2 quarters.
  • Grimes & Company's ProShares Short QQQ position peaked at $1.53M in Q4 2018.
  • 44 funds tracked by Wall St. Rank held ProShares Short QQQ as of Q1 2019.

Based on Grimes & Company's 13F filing for Q1 2019, filed 2 May 2019.