MHS
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M Holdings Securities’s ProShares Short S&P500 SH Stock Holding History

M Holdings Securities’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
Q2 		– Sell
-19,178
Closed -$2.12M – 224
2020
Q1 		$2.12M Buy
+19,178
New +$1.94M 0.31% 88
2014
Q4 		– Sell
-838
Closed -$169K – 387
2014
Q3 		$169K Buy
+838
New +$155K 0.09% 208

Other funds holding SH

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
NEIRG
New England Investment & Retirement Group North Andover, Massachusetts $434M AUM 25.45% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
TC
Telemus Capital Southfield, Michigan $1.21B AUM 23.28% 1-Year Est. Return
HWA
HCR Wealth Advisors Los Angeles, California $1.12B AUM 33.13% 1-Year Est. Return
MCP
Mirador Capital Partners Pleasanton, California $817M AUM 42.46% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $8.25B AUM 24.8% 1-Year Est. Return

M Holdings Securities's SH Position: Q2 2020 in Review

M Holdings Securities sold out of ProShares Short S&P500 (SH) in Q2 2020, closing a stake of 19,178 shares — an estimated $2.12M sold.

M Holdings Securities first reported a position in SH in Q3 2014 and held it in 2 quarters. The position peaked at $2.12M in Q1 2020. 216 funds tracked by Wall St. Rank hold SH as of Q2 2020.

  • M Holdings Securities reported no remaining ProShares Short S&P500 position as of Q2 2020 after selling out during the quarter.
  • M Holdings Securities sold 19,178 ProShares Short S&P500 shares in Q2 2020, an estimated $2.12M.
  • M Holdings Securities first reported a position in ProShares Short S&P500 in Q3 2014 and held it in 2 quarters.
  • M Holdings Securities's ProShares Short S&P500 position peaked at $2.12M in Q1 2020.
  • 216 funds tracked by Wall St. Rank held ProShares Short S&P500 as of Q2 2020.

Based on M Holdings Securities's 13F filing for Q2 2020, filed 21 Aug 2020.