MKD Wealth Coaches’s ProShares Short S&P500 SH Stock Holding History

MKD Wealth Coaches’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	-30,728	Closed	-$3.4M	–	38
2020 Q1	$3.4M	Buy	30,728 +24,527	+396%	+$2.48M	4.56%	9
2019 Q4	$596K	Sell	6,201 -843	-12%	-$85.1K	0.51%	34
2019 Q3	$736K	Sell	7,044 -11,065	-61%	-$1.17M	0.76%	21
2019 Q2	$1.93M	Sell	18,109 -1,253	-6%	-$137K	1.72%	20
2019 Q1	$2.14M	Sell	19,362 -17,896	-48%	-$2.07M	2.16%	19
2018 Q4	$4.67M	Buy	+37,258	New	+$4.39M	5.53%	6

Other funds holding SH

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

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 $7.33B AUM 16.07% 1-Year Est. Return

MKD Wealth Coaches's SH Position: Q2 2020 in Review

MKD Wealth Coaches sold out of ProShares Short S&P500 (SH) in Q2 2020, closing a stake of 30,728 shares — an estimated $3.4M sold.

MKD Wealth Coaches first reported a position in SH in Q4 2018 and held it in 6 quarters. The position peaked at $4.67M in Q4 2018. 216 funds tracked by Wall St. Rank hold SH as of Q2 2020.

MKD Wealth Coaches reported no remaining ProShares Short S&P500 position as of Q2 2020 after selling out during the quarter.
MKD Wealth Coaches sold 30,728 ProShares Short S&P500 shares in Q2 2020, an estimated $3.4M.
MKD Wealth Coaches first reported a position in ProShares Short S&P500 in Q4 2018 and held it in 6 quarters.
MKD Wealth Coaches's ProShares Short S&P500 position peaked at $4.67M in Q4 2018.
216 funds tracked by Wall St. Rank held ProShares Short S&P500 as of Q2 2020.

Based on MKD Wealth Coaches's 13F filing for Q2 2020, filed 11 Aug 2020.