KF
SDS icon

Krilogy Financial’s ProShares UltraShort S&P500 SDS Stock Holding History

Krilogy Financial’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
2018
Q1 		– Sell
-5
Closed -$6K – 806
2017
Q4 		$6K Hold
5
– – ﹤0.01% 579
2017
Q3 		$6K Sell
5
-1
-17% -$1.22K ﹤0.01% 632
2017
Q2 		$7K Hold
6
– – ﹤0.01% 564
2017
Q1 		$8K Hold
6
– – ﹤0.01% 538
2016
Q4 		$8K Sell
6
-1
-14% -$1.6K ﹤0.01% 538
2016
Q3 		$11K Hold
7
– – ﹤0.01% 517
2016
Q2 		$12K Buy
7
+6
+600% +$11.1K ﹤0.01% 506
2016
Q1 		$2K Hold
1
– – ﹤0.01% 613
2015
Q4 		$2K Hold
1
– – ﹤0.01% 382
2015
Q3 		$3K Buy
+1
New +$2.15K ﹤0.01% 521

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PAM
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BFIC
Bedell Frazier Investment Counselling Walnut Creek, California $495M AUM 29.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
CTC
Chai Trust Company Chicago, Illinois $1.18B AUM 19.62% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
CI
Cowen Inc New York $1.35B AUM 60.14% 1-Year Est. Return