GW
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GW & Wade’s ProShares Short S&P500 SH Stock Holding History

GW & Wade’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
2013
Q4 		– Sell
-2,130
Closed -$477K – 83
2013
Q3 		$477K Buy
+2,130
New +$481K 0.16% 72

Other funds holding SH

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
BG
Bollard Group Boston, Massachusetts $3.29B AUM 4.86% 1-Year Est. Return
Comerica Bank
Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return
SGAM
Steinberg Global Asset Management Boca Raton, Florida $639M AUM 11.04% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
COI
Connable Office Inc Kalamazoo, Michigan $1.14B AUM 24.79% 1-Year Est. Return
VKH
Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return

GW & Wade's SH Position: Q4 2013 in Review

GW & Wade sold out of ProShares Short S&P500 (SH) in Q4 2013, closing a stake of 2,130 shares — an estimated $477K sold.

GW & Wade first reported a position in SH in Q3 2013 and held it in 1 quarter. The position peaked at $477K in Q3 2013. 95 funds tracked by Wall St. Rank hold SH as of Q4 2013.

  • GW & Wade reported no remaining ProShares Short S&P500 position as of Q4 2013 after selling out during the quarter.
  • GW & Wade sold 2,130 ProShares Short S&P500 shares in Q4 2013, an estimated $477K.
  • GW & Wade first reported a position in ProShares Short S&P500 in Q3 2013 and held it in 1 quarter.
  • GW & Wade's ProShares Short S&P500 position peaked at $477K in Q3 2013.
  • 95 funds tracked by Wall St. Rank held ProShares Short S&P500 as of Q4 2013.

Based on GW & Wade's 13F filing for Q4 2013, filed 11 Feb 2014.