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New England Private Wealth Advisors’s ProShares Short S&P500 SH Stock Holding History

New England Private Wealth Advisors’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
2019
Q4 		– Sell
-2,683
Closed -$280K – 151
2019
Q3 		$280K Buy
+2,683
New +$284K 0.07% 119

Other funds holding SH

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BFIC
Bedell Frazier Investment Counselling Walnut Creek, California $495M AUM 29.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
NC
Naman Capital Sao Paulo, Brazil $360M AUM 27.43% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LG
Leuthold Group Minneapolis, Minnesota $939M AUM 37.7% 1-Year Est. Return
WAM
Wakefield Asset Management Englewood, Colorado $377M AUM 38.72% 1-Year Est. Return

New England Private Wealth Advisors's SH Position: Q4 2019 in Review

New England Private Wealth Advisors sold out of ProShares Short S&P500 (SH) in Q4 2019, closing a stake of 2,683 shares — an estimated $280K sold.

New England Private Wealth Advisors first reported a position in SH in Q3 2019 and held it in 1 quarter. The position peaked at $280K in Q3 2019. 142 funds tracked by Wall St. Rank hold SH as of Q4 2019.

  • New England Private Wealth Advisors reported no remaining ProShares Short S&P500 position as of Q4 2019 after selling out during the quarter.
  • New England Private Wealth Advisors sold 2,683 ProShares Short S&P500 shares in Q4 2019, an estimated $280K.
  • New England Private Wealth Advisors first reported a position in ProShares Short S&P500 in Q3 2019 and held it in 1 quarter.
  • New England Private Wealth Advisors's ProShares Short S&P500 position peaked at $280K in Q3 2019.
  • 142 funds tracked by Wall St. Rank held ProShares Short S&P500 as of Q4 2019.

Based on New England Private Wealth Advisors's 13F filing for Q4 2019, filed 11 Feb 2020.