IA
RALS

IFP Advisors’s ProShares RAFI Long/Short RALS Stock Holding History

IFP Advisors’s Portfolio RALS Stock Details RALS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-5,009
Closed -$200K – 4343
2016
Q4 		$200K Sell
5,009
-3,589
-42% -$142K 0.01% 1055
2016
Q3 		$334K Sell
8,598
-11,930
-58% -$463K 0.02% 758
2016
Q2 		$803K Buy
+20,528
New +$802K 0.04% 403
2016
Q1 		– Sell
-3,190
Closed -$124K – 4423
2015
Q4 		$124K Buy
+3,190
New +$125K 0.01% 1054

Other funds holding RALS

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return
Axa
Axa Paris, France $256M AUM 25.01% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
CFA
Camarda Financial Advisors Fleming Island, Florida $190M AUM 48.71% 1-Year Est. Return
VKH
Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
PP
PagnatoKarp Partners Reston, Virginia $402M AUM 9.79% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

IFP Advisors's RALS Position: Q1 2017 in Review

IFP Advisors sold out of ProShares RAFI Long/Short (RALS) in Q1 2017, closing a stake of 5,009 shares — an estimated $200K sold.

IFP Advisors first reported a position in RALS in Q4 2015 and held it in 4 quarters. The position peaked at $803K in Q2 2016. 29 funds tracked by Wall St. Rank hold RALS as of Q1 2017.

  • IFP Advisors reported no remaining ProShares RAFI Long/Short position as of Q1 2017 after selling out during the quarter.
  • IFP Advisors sold 5,009 ProShares RAFI Long/Short shares in Q1 2017, an estimated $200K.
  • IFP Advisors first reported a position in ProShares RAFI Long/Short in Q4 2015 and held it in 4 quarters.
  • IFP Advisors's ProShares RAFI Long/Short position peaked at $803K in Q2 2016.
  • 29 funds tracked by Wall St. Rank held ProShares RAFI Long/Short as of Q1 2017.

Based on IFP Advisors's 13F filing for Q1 2017, filed 26 Apr 2017.