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Heron Financial Group’s ProShares Short S&P500 SH Stock Holding History

Heron Financial Group’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
-7,500
Closed -$651K – 132
2020
Q2 		$651K Buy
7,500
+5,000
+200% +$480K 0.58% 41
2020
Q1 		$249K Buy
+2,500
New +$253K 0.26% 94

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 $817M AUM 42.46% 1-Year Est. Return

Heron Financial Group's SH Position: Q3 2020 in Review

Heron Financial Group sold out of ProShares Short S&P500 (SH) in Q3 2020, closing a stake of 7,500 shares — an estimated $651K sold.

Heron Financial Group first reported a position in SH in Q1 2020 and held it in 2 quarters. The position peaked at $651K in Q2 2020. 205 funds tracked by Wall St. Rank hold SH as of Q3 2020.

  • Heron Financial Group reported no remaining ProShares Short S&P500 position as of Q3 2020 after selling out during the quarter.
  • Heron Financial Group sold 7,500 ProShares Short S&P500 shares in Q3 2020, an estimated $651K.
  • Heron Financial Group first reported a position in ProShares Short S&P500 in Q1 2020 and held it in 2 quarters.
  • Heron Financial Group's ProShares Short S&P500 position peaked at $651K in Q2 2020.
  • 205 funds tracked by Wall St. Rank held ProShares Short S&P500 as of Q3 2020.

Based on Heron Financial Group's 13F filing for Q3 2020, filed 15 Oct 2020.