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Investment Centers of America’s ProShares Short S&P500 SH Stock Holding History

Investment Centers of America’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
2013
Q3 		– Sell
-5,480
Closed -$1.3M – 407
2013
Q2 		$1.3M Buy
+5,480
New +$1.3M 0.36% 85

Other funds holding SH

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.35% 1-Year Est. Return
BC
Brinker Capital Berwyn, Pennsylvania $3.13B AUM 9.04% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BG
Bollard Group Boston, Massachusetts $3.39B AUM 1.06% 1-Year Est. Return
RA
Research Affiliates Newport Beach, California $160M AUM
P3I
Progeny 3 Inc Kirkland, Washington $1.87B AUM 30.4% 1-Year Est. Return
SCM
Summit Capital Management Seattle, Washington $221M AUM 4.14% 1-Year Est. Return

Investment Centers of America's SH Position: Q3 2013 in Review

Investment Centers of America sold out of ProShares Short S&P500 (SH) in Q3 2013, closing a stake of 5,480 shares — an estimated $1.3M sold.

Investment Centers of America first reported a position in SH in Q2 2013 and held it in 1 quarter. The position peaked at $1.3M in Q2 2013. 116 funds tracked by Wall St. Rank hold SH as of Q3 2013.

  • Investment Centers of America reported no remaining ProShares Short S&P500 position as of Q3 2013 after selling out during the quarter.
  • Investment Centers of America sold 5,480 ProShares Short S&P500 shares in Q3 2013, an estimated $1.3M.
  • Investment Centers of America first reported a position in ProShares Short S&P500 in Q2 2013 and held it in 1 quarter.
  • Investment Centers of America's ProShares Short S&P500 position peaked at $1.3M in Q2 2013.
  • 116 funds tracked by Wall St. Rank held ProShares Short S&P500 as of Q3 2013.

Based on Investment Centers of America's 13F filing for Q3 2013, filed 15 Nov 2013.