JWM
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Jeppson Wealth Management’s ProShares Short S&P500 SH Stock Holding History

Jeppson Wealth 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
2020
Q4 		– Sell
-938
Closed -$76K – 378
2020
Q3 		$76K Buy
+938
New +$77.9K 0.06% 190

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IMC Chicago
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LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
TC
Telemus Capital Southfield, Michigan $1.21B AUM 23.28% 1-Year Est. Return
TGCMU
Titan Global Capital Management USA New York $790M AUM 57.08% 1-Year Est. Return
NC
Naman Capital Sao Paulo, Brazil $323M AUM 37.1% 1-Year Est. Return
BCP
Berkeley Capital Partners Milton, Georgia $486M AUM 24.56% 1-Year Est. Return
SIM
Sterling Investment Management Tucson, Arizona $182M AUM 9.75% 1-Year Est. Return

Jeppson Wealth Management's SH Position: Q4 2020 in Review

Jeppson Wealth Management sold out of ProShares Short S&P500 (SH) in Q4 2020, closing a stake of 938 shares — an estimated $76K sold.

Jeppson Wealth Management first reported a position in SH in Q3 2020 and held it in 1 quarter. The position peaked at $76K in Q3 2020. 178 funds tracked by Wall St. Rank hold SH as of Q4 2020.

  • Jeppson Wealth Management reported no remaining ProShares Short S&P500 position as of Q4 2020 after selling out during the quarter.
  • Jeppson Wealth Management sold 938 ProShares Short S&P500 shares in Q4 2020, an estimated $76K.
  • Jeppson Wealth Management first reported a position in ProShares Short S&P500 in Q3 2020 and held it in 1 quarter.
  • Jeppson Wealth Management's ProShares Short S&P500 position peaked at $76K in Q3 2020.
  • 178 funds tracked by Wall St. Rank held ProShares Short S&P500 as of Q4 2020.

Based on Jeppson Wealth Management's 13F filing for Q4 2020, filed 5 Mar 2021.