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Longer Investments’s ProShares Short S&P500 SH Stock Holding History

Longer Investments’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
2014
Q4 		– Sell
-45,082
Closed -$8.3M – 46
2014
Q3 		$8.3M Buy
+45,082
New +$8.32M 6.7% 4

Other funds holding SH

PAM
PVG Asset Management Golden, Colorado $173M AUM 64.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Comerica Bank
Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
LG
Leuthold Group Minneapolis, Minnesota $995M AUM 44.2% 1-Year Est. Return
BG
Bollard Group Boston, Massachusetts $3.29B AUM 4.86% 1-Year Est. Return
JWS
Juncture Wealth Strategies Scottsdale, Arizona $384M AUM 27.62% 1-Year Est. Return

Longer Investments's SH Position: Q4 2014 in Review

Longer Investments sold out of ProShares Short S&P500 (SH) in Q4 2014, closing a stake of 45,082 shares — an estimated $8.3M sold.

Longer Investments first reported a position in SH in Q3 2014 and held it in 1 quarter. The position peaked at $8.3M in Q3 2014. 101 funds tracked by Wall St. Rank hold SH as of Q4 2014.

  • Longer Investments reported no remaining ProShares Short S&P500 position as of Q4 2014 after selling out during the quarter.
  • Longer Investments sold 45,082 ProShares Short S&P500 shares in Q4 2014, an estimated $8.3M.
  • Longer Investments first reported a position in ProShares Short S&P500 in Q3 2014 and held it in 1 quarter.
  • Longer Investments's ProShares Short S&P500 position peaked at $8.3M in Q3 2014.
  • 101 funds tracked by Wall St. Rank held ProShares Short S&P500 as of Q4 2014.

Based on Longer Investments's 13F filing for Q4 2014, filed 23 Jan 2015.