MWM
SDS icon

MinichMacGregor Wealth Management’s ProShares UltraShort S&P500 SDS Stock Holding History

MinichMacGregor Wealth Management’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
Q4 		– Sell
-25
Closed -$20K – 443
2018
Q3 		$20K Hold
25
– – 0.01% 219
2018
Q2 		$23K Hold
25
– – 0.02% 197
2018
Q1 		$25K Hold
25
– – 0.02% 185
2017
Q4 		$25K Hold
25
– – 0.02% 180
2017
Q3 		$29K Buy
+25
New +$30.5K 0.02% 150
2016
Q4 		– Sell
-25
Closed -$40K – 496
2016
Q3 		$40K Buy
+25
New +$41.6K 0.04% 132

Other funds holding SDS

FM
Forward Management San Francisco, California $907M AUM 0.46% 1-Year Est. Return
PAM
PVG Asset Management Golden, Colorado $173M AUM 64.51% 1-Year Est. Return
CIAS
Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return
DS
DRW Securities Chicago, Illinois $4.11B AUM 21.98% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return
PAA
Peregrine Asset Advisers Portland, Oregon $461M AUM 43.48% 1-Year Est. Return
CTC
Chai Trust Company Chicago, Illinois $1.45B AUM 10.17% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return
PAM
Peak Asset Management Louisville, Colorado $680M AUM 22.27% 1-Year Est. Return
BAM
Belpointe Asset Management Reno, Nevada $3.06B AUM 23.82% 1-Year Est. Return

MinichMacGregor Wealth Management's SDS Position: Q4 2018 in Review

MinichMacGregor Wealth Management sold out of ProShares UltraShort S&P500 (SDS) in Q4 2018, closing a stake of 25 shares — an estimated $20K sold.

MinichMacGregor Wealth Management first reported a position in SDS in Q3 2016 and held it in 6 quarters. The position peaked at $40K in Q3 2016. 62 funds tracked by Wall St. Rank hold SDS as of Q4 2018.

  • MinichMacGregor Wealth Management reported no remaining ProShares UltraShort S&P500 position as of Q4 2018 after selling out during the quarter.
  • MinichMacGregor Wealth Management sold 25 ProShares UltraShort S&P500 shares in Q4 2018, an estimated $20K.
  • MinichMacGregor Wealth Management first reported a position in ProShares UltraShort S&P500 in Q3 2016 and held it in 6 quarters.
  • MinichMacGregor Wealth Management's ProShares UltraShort S&P500 position peaked at $40K in Q3 2016.
  • 62 funds tracked by Wall St. Rank held ProShares UltraShort S&P500 as of Q4 2018.

Based on MinichMacGregor Wealth Management's 13F filing for Q4 2018, filed 17 Jan 2019.