MYCIO Wealth Partners’s ProShares Short S&P500 SH Stock Holding History

MYCIO Wealth Partners’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 Q1	–	Sell	-150	Closed	-$14K	–	330
2019 Q4	$14K	Hold	150	–	–	﹤0.01%	444
2019 Q3	$16K	Hold	150	–	–	﹤0.01%	418
2019 Q2	$16K	Buy	+150	New	+$16.3K	﹤0.01%	376
2016 Q4	–	Sell	-92	Closed	-$14K	–	577
2016 Q3	$14K	Hold	92	–	–	﹤0.01%	526
2016 Q2	$15K	Hold	92	–	–	﹤0.01%	505
2016 Q1	$15K	Hold	92	–	–	﹤0.01%	476
2015 Q4	$15K	Sell	92 -12	-12%	-$2.01K	﹤0.01%	479
2015 Q3	$19K	Hold	104	–	–	﹤0.01%	457
2015 Q2	$18K	Buy	+104	New	+$17.5K	﹤0.01%	449

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

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 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

SCI

Stableford Capital II Scottsdale, Arizona $289M AUM 20.84% 1-Year Est. Return

NEIRG

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

FMP

Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return

MYCIO Wealth Partners's SH Position: Q1 2020 in Review

MYCIO Wealth Partners sold out of ProShares Short S&P500 (SH) in Q1 2020, closing a stake of 150 shares — an estimated $14K sold.

MYCIO Wealth Partners first reported a position in SH in Q2 2015 and held it in 9 quarters. The position peaked at $19K in Q3 2015. 205 funds tracked by Wall St. Rank hold SH as of Q1 2020.

MYCIO Wealth Partners reported no remaining ProShares Short S&P500 position as of Q1 2020 after selling out during the quarter.
MYCIO Wealth Partners sold 150 ProShares Short S&P500 shares in Q1 2020, an estimated $14K.
MYCIO Wealth Partners first reported a position in ProShares Short S&P500 in Q2 2015 and held it in 9 quarters.
MYCIO Wealth Partners's ProShares Short S&P500 position peaked at $19K in Q3 2015.
205 funds tracked by Wall St. Rank held ProShares Short S&P500 as of Q1 2020.

Based on MYCIO Wealth Partners's 13F filing for Q1 2020, filed 14 May 2020.