GHA
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GW Henssler & Associates’s ProShares Short S&P500 SH Stock Holding History

GW Henssler & Associates’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
-10,024
Closed -$897K – 220
2020
Q2 		$897K Buy
+10,024
New +$963K 0.08% 82

Other funds holding SH

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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 $445B AUM 25.58% 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 $859M AUM 41.74% 1-Year Est. Return

GW Henssler & Associates's SH Position: Q3 2020 in Review

GW Henssler & Associates sold out of ProShares Short S&P500 (SH) in Q3 2020, closing a stake of 10,024 shares — an estimated $897K sold.

GW Henssler & Associates first reported a position in SH in Q2 2020 and held it in 1 quarter. The position peaked at $897K in Q2 2020. 205 funds tracked by Wall St. Rank hold SH as of Q3 2020.

  • GW Henssler & Associates reported no remaining ProShares Short S&P500 position as of Q3 2020 after selling out during the quarter.
  • GW Henssler & Associates sold 10,024 ProShares Short S&P500 shares in Q3 2020, an estimated $897K.
  • GW Henssler & Associates first reported a position in ProShares Short S&P500 in Q2 2020 and held it in 1 quarter.
  • GW Henssler & Associates's ProShares Short S&P500 position peaked at $897K in Q2 2020.
  • 205 funds tracked by Wall St. Rank held ProShares Short S&P500 as of Q3 2020.

Based on GW Henssler & Associates's 13F filing for Q3 2020, filed 22 Oct 2020.