KIG
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Kessler Investment Group’s ProShares Short S&P500 SH Stock Holding History

Kessler Investment 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
-181,190
Closed -$11.2M – 156
2021
Q2 		$11.2M Buy
181,190
+51,617
+40% +$3.28M 8.86% 2
2021
Q1 		$8.69M Buy
+129,573
New +$8.99M 11.44% 2
2017
Q3 		– Sell
-5,239
Closed -$702K – 105
2017
Q2 		$702K Hold
5,239
– – 0.89% 25
2017
Q1 		$723K Buy
+5,239
New +$736K 0.92% 24

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 $1.05B AUM 19.14% 1-Year Est. Return
LJAC
L.J. Altfest & Co New York $935M AUM 27.19% 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 $377B AUM 19.32% 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 $71.6B AUM 29.66% 1-Year Est. Return
NC
Naman Capital Sao Paulo, Brazil $360M AUM 27.43% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return
RCP
Rothschild Capital Partners New York $408M AUM 25.87% 1-Year Est. Return

Kessler Investment Group's SH Position: Q3 2021 in Review

Kessler Investment Group sold out of ProShares Short S&P500 (SH) in Q3 2021, closing a stake of 181,190 shares — an estimated $11.2M sold.

Kessler Investment Group first reported a position in SH in Q1 2017 and held it in 4 quarters. The position peaked at $11.2M in Q2 2021. 169 funds tracked by Wall St. Rank hold SH as of Q3 2021.

  • Kessler Investment Group reported no remaining ProShares Short S&P500 position as of Q3 2021 after selling out during the quarter.
  • Kessler Investment Group sold 181,190 ProShares Short S&P500 shares in Q3 2021, an estimated $11.2M.
  • Kessler Investment Group first reported a position in ProShares Short S&P500 in Q1 2017 and held it in 4 quarters.
  • Kessler Investment Group's ProShares Short S&P500 position peaked at $11.2M in Q2 2021.
  • 169 funds tracked by Wall St. Rank held ProShares Short S&P500 as of Q3 2021.

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