Indie Asset Partners’s ProShares Short S&P500 SH Stock Holding History

Indie Asset Partners’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 Q4	–	Sell	-28,113	Closed	-$2.29M	–	113
2020 Q3	$2.29M	Sell	28,113 -14,312	-34%	-$1.19M	2.86%	8
2020 Q2	$3.48M	Buy	+42,425	New	+$4.07M	4.37%	4

Other funds holding SH

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Telemus Capital Southfield, Michigan $1.21B AUM 23.28% 1-Year Est. Return

TGCMU

Titan Global Capital Management USA New York $790M AUM 57.08% 1-Year Est. Return

Naman Capital Sao Paulo, Brazil $323M AUM 37.1% 1-Year Est. Return

BCP

Berkeley Capital Partners Milton, Georgia $486M AUM 24.56% 1-Year Est. Return

SIM

Sterling Investment Management Tucson, Arizona $182M AUM 9.75% 1-Year Est. Return

Indie Asset Partners's SH Position: Q4 2020 in Review

Indie Asset Partners sold out of ProShares Short S&P500 (SH) in Q4 2020, closing a stake of 28,113 shares — an estimated $2.29M sold.

Indie Asset Partners first reported a position in SH in Q2 2020 and held it in 2 quarters. The position peaked at $3.48M in Q2 2020. 178 funds tracked by Wall St. Rank hold SH as of Q4 2020.

Indie Asset Partners reported no remaining ProShares Short S&P500 position as of Q4 2020 after selling out during the quarter.
Indie Asset Partners sold 28,113 ProShares Short S&P500 shares in Q4 2020, an estimated $2.29M.
Indie Asset Partners first reported a position in ProShares Short S&P500 in Q2 2020 and held it in 2 quarters.
Indie Asset Partners's ProShares Short S&P500 position peaked at $3.48M in Q2 2020.
178 funds tracked by Wall St. Rank held ProShares Short S&P500 as of Q4 2020.

Based on Indie Asset Partners's 13F filing for Q4 2020, filed 9 Feb 2021.