IFAM
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Institutional & Family Asset Management’s ProShares Short S&P500 SH Stock Holding History

Institutional & Family Asset Management’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
-343
Closed -$37K – 880
2019
Q2 		$37K Buy
+343
New +$37.4K 0.01% 346

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
Raymond James & Associates
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 $288M AUM 21.3% 1-Year Est. Return

Institutional & Family Asset Management's SH Position: Q3 2019 in Review

Institutional & Family Asset Management sold out of ProShares Short S&P500 (SH) in Q3 2019, closing a stake of 343 shares — an estimated $37K sold.

Institutional & Family Asset Management first reported a position in SH in Q2 2019 and held it in 1 quarter. The position peaked at $37K in Q2 2019. 136 funds tracked by Wall St. Rank hold SH as of Q3 2019.

  • Institutional & Family Asset Management reported no remaining ProShares Short S&P500 position as of Q3 2019 after selling out during the quarter.
  • Institutional & Family Asset Management sold 343 ProShares Short S&P500 shares in Q3 2019, an estimated $37K.
  • Institutional & Family Asset Management first reported a position in ProShares Short S&P500 in Q2 2019 and held it in 1 quarter.
  • Institutional & Family Asset Management's ProShares Short S&P500 position peaked at $37K in Q2 2019.
  • 136 funds tracked by Wall St. Rank held ProShares Short S&P500 as of Q3 2019.

Based on Institutional & Family Asset Management's 13F filing for Q3 2019, filed 14 Nov 2019.