JMH
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J.M. Hartwell’s ProShares UltraShort S&P500 SDS Stock Holding History

J.M. Hartwell’s Portfolio SDS Stock Details SDS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-100
Closed -$151K – 89
2016
Q4 		$151K Buy
+100
New +$160K 0.04% 84
2016
Q1 		– Sell
-180
Closed -$359K – 84
2015
Q4 		$359K Buy
+180
New +$362K 0.08% 70

Other funds holding SDS

MG
Meditor Group Hamilton, Bermuda $48.1M AUM 38.67% 1-Year Est. Return
SM
Southport Management Wilson, Wyoming $28.6M AUM 41.61% 1-Year Est. Return
PSW
Portfolio Strategies (Washington) Tacoma, Washington $50.1M AUM 11.94% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BG
Bollard Group Boston, Massachusetts $3.29B AUM 4.86% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return
RA
Raffles Associates New York $117M AUM 22.1% 1-Year Est. Return
CCG
Chatham Capital Group Savannah, Georgia $783M AUM 31.99% 1-Year Est. Return

J.M. Hartwell's SDS Position: Q1 2017 in Review

J.M. Hartwell sold out of ProShares UltraShort S&P500 (SDS) in Q1 2017, closing a stake of 100 shares — an estimated $151K sold.

J.M. Hartwell first reported a position in SDS in Q4 2015 and held it in 2 quarters. The position peaked at $359K in Q4 2015. 80 funds tracked by Wall St. Rank hold SDS as of Q1 2017.

  • J.M. Hartwell reported no remaining ProShares UltraShort S&P500 position as of Q1 2017 after selling out during the quarter.
  • J.M. Hartwell sold 100 ProShares UltraShort S&P500 shares in Q1 2017, an estimated $151K.
  • J.M. Hartwell first reported a position in ProShares UltraShort S&P500 in Q4 2015 and held it in 2 quarters.
  • J.M. Hartwell's ProShares UltraShort S&P500 position peaked at $359K in Q4 2015.
  • 80 funds tracked by Wall St. Rank held ProShares UltraShort S&P500 as of Q1 2017.

Based on J.M. Hartwell's 13F filing for Q1 2017, filed 18 Apr 2017.