GC
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Grimes & Company’s ProShares Short S&P500 SH Stock Holding History

Grimes & Company’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
2018
Q3 		– Sell
-10,888
Closed -$1.28M – 245
2018
Q2 		$1.28M Sell
10,888
-3,111
-22% -$368K 0.11% 108
2018
Q1 		$1.7M Buy
+13,999
New +$1.65M 0.16% 99
2016
Q4 		– Sell
-7,699
Closed -$1.17M – 215
2016
Q3 		$1.17M Buy
+7,699
New +$1.18M 0.16% 102
2016
Q1 		– Sell
-3,377
Closed -$564K – 209
2015
Q4 		$564K Buy
3,377
+2,082
+161% +$349K 0.08% 114
2015
Q3 		$233K Buy
+1,295
New +$223K 0.03% 163

Other funds holding SH

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return
LG
Leuthold Group Minneapolis, Minnesota $939M AUM 37.7% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
BCP
Berkeley Capital Partners Milton, Georgia $431M AUM 17.43% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.51B AUM 22.61% 1-Year Est. Return
TC
Telemus Capital Southfield, Michigan $1.21B AUM 23.28% 1-Year Est. Return
IC
InterOcean Capital Chicago, Illinois $1.31B AUM 8.47% 1-Year Est. Return