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Jaffetilchin Investment Partners’s ProShares Short S&P500 SH Stock Holding History

Jaffetilchin Investment 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
2016
Q4 		– Sell
-2,078
Closed -$316K – 296
2016
Q3 		$316K Sell
2,078
-178
-8% -$27.3K 0.1% 159
2016
Q2 		$358K Buy
+2,256
New +$364K 0.11% 154

Other funds holding SH

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PAM
PVG Asset Management Golden, Colorado $173M AUM 64.51% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
SGAM
Steinberg Global Asset Management Boca Raton, Florida $639M AUM 11.04% 1-Year Est. Return
CHA
Cedar Hill Associates Chicago, Illinois $261M AUM 7.91% 1-Year Est. Return
BG
Bollard Group Boston, Massachusetts $3.39B AUM 1.06% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Jaffetilchin Investment Partners's SH Position: Q4 2016 in Review

Jaffetilchin Investment Partners sold out of ProShares Short S&P500 (SH) in Q4 2016, closing a stake of 2,078 shares — an estimated $316K sold.

Jaffetilchin Investment Partners first reported a position in SH in Q2 2016 and held it in 2 quarters. The position peaked at $358K in Q2 2016. 120 funds tracked by Wall St. Rank hold SH as of Q4 2016.

  • Jaffetilchin Investment Partners reported no remaining ProShares Short S&P500 position as of Q4 2016 after selling out during the quarter.
  • Jaffetilchin Investment Partners sold 2,078 ProShares Short S&P500 shares in Q4 2016, an estimated $316K.
  • Jaffetilchin Investment Partners first reported a position in ProShares Short S&P500 in Q2 2016 and held it in 2 quarters.
  • Jaffetilchin Investment Partners's ProShares Short S&P500 position peaked at $358K in Q2 2016.
  • 120 funds tracked by Wall St. Rank held ProShares Short S&P500 as of Q4 2016.

Based on Jaffetilchin Investment Partners's 13F filing for Q4 2016, filed 14 Feb 2017.