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Nadler Financial Group’s ProShares Short S&P500 SH Stock Holding History

Nadler Financial Group’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
2014
Q4 		– Sell
-1,413
Closed -$260K – 87
2014
Q3 		$260K Buy
+1,413
New +$261K 0.16% 59
2014
Q2 		– Sell
-1,425
Closed -$281K – 76
2014
Q1 		$281K Buy
+1,425
New +$289K 0.19% 52

Other funds holding SH

PAM
PVG Asset Management Golden, Colorado $173M AUM 64.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Comerica Bank
Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
LG
Leuthold Group Minneapolis, Minnesota $995M AUM 44.2% 1-Year Est. Return
BG
Bollard Group Boston, Massachusetts $3.29B AUM 4.86% 1-Year Est. Return
JWS
Juncture Wealth Strategies Scottsdale, Arizona $384M AUM 27.62% 1-Year Est. Return

Nadler Financial Group's SH Position: Q4 2014 in Review

Nadler Financial Group sold out of ProShares Short S&P500 (SH) in Q4 2014, closing a stake of 1,413 shares — an estimated $260K sold.

Nadler Financial Group first reported a position in SH in Q1 2014 and held it in 2 quarters. The position peaked at $281K in Q1 2014. 101 funds tracked by Wall St. Rank hold SH as of Q4 2014.

  • Nadler Financial Group reported no remaining ProShares Short S&P500 position as of Q4 2014 after selling out during the quarter.
  • Nadler Financial Group sold 1,413 ProShares Short S&P500 shares in Q4 2014, an estimated $260K.
  • Nadler Financial Group first reported a position in ProShares Short S&P500 in Q1 2014 and held it in 2 quarters.
  • Nadler Financial Group's ProShares Short S&P500 position peaked at $281K in Q1 2014.
  • 101 funds tracked by Wall St. Rank held ProShares Short S&P500 as of Q4 2014.

Based on Nadler Financial Group's 13F filing for Q4 2014, filed 3 Feb 2015.