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Investors Financial Group’s ProShares Short S&P500 SH Stock Holding History

Investors Financial Group’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
2021
Q3 		– Sell
-3,750
Closed -$231K – 211
2021
Q2 		$231K Hold
3,750
– – 0.12% 177
2021
Q1 		$251K Sell
3,750
-3,750
-50% -$260K 0.15% 153
2020
Q4 		$539K Buy
7,500
+4,375
+140% +$334K 0.36% 79
2020
Q3 		$254K Buy
3,125
+625
+25% +$51.9K 0.19% 123
2020
Q2 		$224K Buy
2,500
+500
+25% +$48K 0.18% 130
2020
Q1 		$221K Sell
2,000
-500
-20% -$50.5K 0.22% 104
2019
Q4 		$240K Buy
+2,500
New +$252K 0.2% 114

Other funds holding SH

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TPWA
TRUE Private Wealth Advisors Salem, Oregon $1.16B AUM 36.18% 1-Year Est. Return
LJAC
L.J. Altfest & Co New York $1.03B AUM 36.74% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MCP
Mirador Capital Partners Pleasanton, California $817M AUM 42.46% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
NC
Naman Capital Sao Paulo, Brazil $360M AUM 27.43% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
RCP
Rothschild Capital Partners New York $408M AUM 25.87% 1-Year Est. Return

Investors Financial Group's SH Position: Q3 2021 in Review

Investors Financial Group sold out of ProShares Short S&P500 (SH) in Q3 2021, closing a stake of 3,750 shares — an estimated $231K sold.

Investors Financial Group first reported a position in SH in Q4 2019 and held it in 7 quarters. The position peaked at $539K in Q4 2020. 169 funds tracked by Wall St. Rank hold SH as of Q3 2021.

  • Investors Financial Group reported no remaining ProShares Short S&P500 position as of Q3 2021 after selling out during the quarter.
  • Investors Financial Group sold 3,750 ProShares Short S&P500 shares in Q3 2021, an estimated $231K.
  • Investors Financial Group first reported a position in ProShares Short S&P500 in Q4 2019 and held it in 7 quarters.
  • Investors Financial Group's ProShares Short S&P500 position peaked at $539K in Q4 2020.
  • 169 funds tracked by Wall St. Rank held ProShares Short S&P500 as of Q3 2021.

Based on Investors Financial Group's 13F filing for Q3 2021, filed 21 Oct 2021.