LWM
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Liberty Wealth Management’s ProShares Short S&P500 SH Stock Holding History

Liberty 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
Q3 		– Sell
-5
Closed -$1K – 963
2019
Q2 		$1K Buy
+5
New +$545 ﹤0.01% 858

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RJA
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BFIC
Bedell Frazier Investment Counselling Walnut Creek, California $495M AUM 29.32% 1-Year Est. Return
LG
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NC
Naman Capital Sao Paulo, Brazil $323M AUM 37.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SCI
Stableford Capital II Scottsdale, Arizona $289M AUM 20.84% 1-Year Est. Return

Liberty Wealth Management's SH Position: Q3 2019 in Review

Liberty Wealth Management sold out of ProShares Short S&P500 (SH) in Q3 2019, closing a stake of 5 shares — an estimated $1K sold.

Liberty Wealth Management first reported a position in SH in Q2 2019 and held it in 1 quarter. The position peaked at $1K in Q2 2019. 136 funds tracked by Wall St. Rank hold SH as of Q3 2019.

  • Liberty Wealth Management reported no remaining ProShares Short S&P500 position as of Q3 2019 after selling out during the quarter.
  • Liberty Wealth Management sold 5 ProShares Short S&P500 shares in Q3 2019, an estimated $1K.
  • Liberty Wealth Management first reported a position in ProShares Short S&P500 in Q2 2019 and held it in 1 quarter.
  • Liberty Wealth Management's ProShares Short S&P500 position peaked at $1K in Q2 2019.
  • 136 funds tracked by Wall St. Rank held ProShares Short S&P500 as of Q3 2019.

Based on Liberty Wealth Management's 13F filing for Q3 2019, filed 30 Oct 2019.