Leicht Financial Planning & Wealth Management’s ProShares Short S&P500 SH Stock Holding History

Leicht Financial Planning & 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
2019 Q4	–	Sell	-10,127	Closed	-$1.06M	–	68
2019 Q3	$1.06M	Buy	10,127 +3,328	+49%	+$352K	1.01%	30
2019 Q2	$724K	Sell	6,799 -398	-6%	-$43.4K	0.71%	34
2019 Q1	$796K	Buy	7,197 +2,165	+43%	+$250K	0.82%	28
2018 Q4	$632K	Buy	+5,032	New	+$593K	0.83%	30

Other funds holding SH

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BFIC

Bedell Frazier Investment Counselling Walnut Creek, California $495M AUM 29.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Naman Capital Sao Paulo, Brazil $323M AUM 37.1% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Leuthold Group Minneapolis, Minnesota $995M AUM 44.2% 1-Year Est. Return

WAM

Wakefield Asset Management Englewood, Colorado $444M AUM 46.63% 1-Year Est. Return

Leicht Financial Planning & Wealth Management's SH Position: Q4 2019 in Review

Leicht Financial Planning & Wealth Management sold out of ProShares Short S&P500 (SH) in Q4 2019, closing a stake of 10,127 shares — an estimated $1.06M sold.

Leicht Financial Planning & Wealth Management first reported a position in SH in Q4 2018 and held it in 4 quarters. The position peaked at $1.06M in Q3 2019. 142 funds tracked by Wall St. Rank hold SH as of Q4 2019.

Leicht Financial Planning & Wealth Management reported no remaining ProShares Short S&P500 position as of Q4 2019 after selling out during the quarter.
Leicht Financial Planning & Wealth Management sold 10,127 ProShares Short S&P500 shares in Q4 2019, an estimated $1.06M.
Leicht Financial Planning & Wealth Management first reported a position in ProShares Short S&P500 in Q4 2018 and held it in 4 quarters.
Leicht Financial Planning & Wealth Management's ProShares Short S&P500 position peaked at $1.06M in Q3 2019.
142 funds tracked by Wall St. Rank held ProShares Short S&P500 as of Q4 2019.

Based on Leicht Financial Planning & Wealth Management's 13F filing for Q4 2019, filed 17 Jan 2020.