Murphy Capital Management’s ProShares Short S&P500 SH Stock Holding History

Murphy Capital 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
2020 Q3	–	Sell	-2,500	Closed	-$223K	–	204
2020 Q2	$223K	Hold	2,500	–	–	0.04%	185
2020 Q1	$276K	Buy	+2,500	New	+$253K	0.05%	167
2019 Q2	–	Sell	-2,000	Closed	-$221K	–	252
2019 Q1	$221K	Hold	2,000	–	–	0.03%	223
2018 Q4	$250K	Hold	2,000	–	–	0.04%	212
2018 Q3	$218K	Buy	+2,000	New	+$224K	0.03%	256
2014 Q3	–	Sell	-1,438	Closed	-$268K	–	354
2014 Q2	$268K	Buy	+1,438	New	+$278K	0.04%	285
2013 Q4	–	Sell	-1,188	Closed	-$266K	–	329
2013 Q3	$266K	Sell	1,188 -1,206	-50%	-$273K	0.05%	259
2013 Q2	$568K	Buy	+2,394	New	+$569K	0.12%	166

Other funds holding SH

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Telemus Capital Southfield, Michigan $1.21B AUM 23.28% 1-Year Est. Return

NEIRG

New England Investment & Retirement Group North Andover, Massachusetts $434M AUM 25.45% 1-Year Est. Return

BCMO

Buckingham Capital Management (Ohio) Dayton, Ohio $872M AUM 18.49% 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

Murphy Capital Management's SH Position: Q3 2020 in Review

Murphy Capital Management sold out of ProShares Short S&P500 (SH) in Q3 2020, closing a stake of 2,500 shares — an estimated $223K sold.

Murphy Capital Management first reported a position in SH in Q2 2013 and held it in 8 quarters. The position peaked at $568K in Q2 2013. 205 funds tracked by Wall St. Rank hold SH as of Q3 2020.

Murphy Capital Management reported no remaining ProShares Short S&P500 position as of Q3 2020 after selling out during the quarter.
Murphy Capital Management sold 2,500 ProShares Short S&P500 shares in Q3 2020, an estimated $223K.
Murphy Capital Management first reported a position in ProShares Short S&P500 in Q2 2013 and held it in 8 quarters.
Murphy Capital Management's ProShares Short S&P500 position peaked at $568K in Q2 2013.
205 funds tracked by Wall St. Rank held ProShares Short S&P500 as of Q3 2020.

Based on Murphy Capital Management's 13F filing for Q3 2020, filed 20 Oct 2020.