IWA
SH icon

IBEX Wealth Advisors’s ProShares Short S&P500 SH Stock Holding History

IBEX Wealth Advisors’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
2019
Q3 		– Sell
-39,737
Closed -$4.23M – 337
2019
Q2 		$4.23M Buy
39,737
+1,346
+4% +$147K 1.22% 21
2019
Q1 		$4.25M Buy
+38,391
New +$4.44M 1.49% 19

Other funds holding SH

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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
BFIC
Bedell Frazier Investment Counselling Walnut Creek, California $495M AUM 29.32% 1-Year Est. Return
LG
Leuthold Group Minneapolis, Minnesota $995M AUM 44.2% 1-Year Est. Return
NC
Naman Capital Sao Paulo, Brazil $323M AUM 37.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SCI
Stableford Capital II Scottsdale, Arizona $289M AUM 20.84% 1-Year Est. Return

IBEX Wealth Advisors's SH Position: Q3 2019 in Review

IBEX Wealth Advisors sold out of ProShares Short S&P500 (SH) in Q3 2019, closing a stake of 39,737 shares — an estimated $4.23M sold.

IBEX Wealth Advisors first reported a position in SH in Q1 2019 and held it in 2 quarters. The position peaked at $4.25M in Q1 2019. 136 funds tracked by Wall St. Rank hold SH as of Q3 2019.

  • IBEX Wealth Advisors reported no remaining ProShares Short S&P500 position as of Q3 2019 after selling out during the quarter.
  • IBEX Wealth Advisors sold 39,737 ProShares Short S&P500 shares in Q3 2019, an estimated $4.23M.
  • IBEX Wealth Advisors first reported a position in ProShares Short S&P500 in Q1 2019 and held it in 2 quarters.
  • IBEX Wealth Advisors's ProShares Short S&P500 position peaked at $4.25M in Q1 2019.
  • 136 funds tracked by Wall St. Rank held ProShares Short S&P500 as of Q3 2019.

Based on IBEX Wealth Advisors's 13F filing for Q3 2019, filed 12 Nov 2019.