GWM
SH icon

Gupta Wealth Management’s ProShares Short S&P500 SH Stock Holding History

Gupta Wealth Management’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
2015
Q4 		– Sell
-14
Closed -$2K – 1344
2015
Q3 		$2K Buy
+14
New +$2.42K ﹤0.01% 1148

Other funds holding SH

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SFM
Stack Financial Management Whitefish, Montana $1.28B AUM 18.06% 1-Year Est. Return
LG
Leuthold Group Minneapolis, Minnesota $995M AUM 44.2% 1-Year Est. Return
PAM
PVG Asset Management Golden, Colorado $173M AUM 64.51% 1-Year Est. Return
Comerica Bank
Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Gupta Wealth Management's SH Position: Q4 2015 in Review

Gupta Wealth Management sold out of ProShares Short S&P500 (SH) in Q4 2015, closing a stake of 14 shares — an estimated $2K sold.

Gupta Wealth Management first reported a position in SH in Q3 2015 and held it in 1 quarter. The position peaked at $2K in Q3 2015. 122 funds tracked by Wall St. Rank hold SH as of Q4 2015.

  • Gupta Wealth Management reported no remaining ProShares Short S&P500 position as of Q4 2015 after selling out during the quarter.
  • Gupta Wealth Management sold 14 ProShares Short S&P500 shares in Q4 2015, an estimated $2K.
  • Gupta Wealth Management first reported a position in ProShares Short S&P500 in Q3 2015 and held it in 1 quarter.
  • Gupta Wealth Management's ProShares Short S&P500 position peaked at $2K in Q3 2015.
  • 122 funds tracked by Wall St. Rank held ProShares Short S&P500 as of Q4 2015.

Based on Gupta Wealth Management's 13F filing for Q4 2015, filed 17 Feb 2016.