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Keystone Financial Group (Kentucky)’s ProShares Short S&P500 SH Stock Holding History

Keystone Financial Group (Kentucky)’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
-6,712
Closed -$546K – 267
2020
Q3 		$546K Sell
6,712
-5,909
-47% -$491K 0.13% 129
2020
Q2 		$1.13M Buy
12,621
+638
+5% +$61.3K 0.31% 83
2020
Q1 		$1.33M Buy
+11,983
New +$1.21M 0.44% 54

Other funds holding SH

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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 $785M AUM 57.09% 1-Year Est. Return
NC
Naman Capital Sao Paulo, Brazil $360M AUM 27.43% 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

Keystone Financial Group (Kentucky)'s SH Position: Q4 2020 in Review

Keystone Financial Group (Kentucky) sold out of ProShares Short S&P500 (SH) in Q4 2020, closing a stake of 6,712 shares — an estimated $546K sold.

Keystone Financial Group (Kentucky) first reported a position in SH in Q1 2020 and held it in 3 quarters. The position peaked at $1.33M in Q1 2020. 178 funds tracked by Wall St. Rank hold SH as of Q4 2020.

  • Keystone Financial Group (Kentucky) reported no remaining ProShares Short S&P500 position as of Q4 2020 after selling out during the quarter.
  • Keystone Financial Group (Kentucky) sold 6,712 ProShares Short S&P500 shares in Q4 2020, an estimated $546K.
  • Keystone Financial Group (Kentucky) first reported a position in ProShares Short S&P500 in Q1 2020 and held it in 3 quarters.
  • Keystone Financial Group (Kentucky)'s ProShares Short S&P500 position peaked at $1.33M in Q1 2020.
  • 178 funds tracked by Wall St. Rank held ProShares Short S&P500 as of Q4 2020.

Based on Keystone Financial Group (Kentucky)'s 13F filing for Q4 2020, filed 10 Feb 2021.