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

Next 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
2020
Q1 		– Sell
-2
Closed – – 2373
2019
Q4 		$0 Hold
2
– – ﹤0.01% 2514
2019
Q3 		$0 Hold
2
– – ﹤0.01% 2409
2019
Q2 		$0 Sell
2
-271
-99% -$29.5K ﹤0.01% 2377
2019
Q1 		$30K Hold
273
– – 0.01% 862
2018
Q4 		$34K Sell
273
-3
-1% -$353 0.01% 923
2018
Q3 		$30K Buy
+276
New +$30.9K 0.01% 661
2017
Q4 		– Sell
-276
Closed -$35K – 1211
2017
Q3 		$35K Sell
276
-6
-2% -$789 0.01% 808
2017
Q2 		$38K Hold
282
– – 0.01% 855
2017
Q1 		$39K Sell
282
-9
-3% -$1.26K 0.01% 805
2016
Q4 		$42K Sell
291
-570
-66% -$85.8K 0.01% 1039
2016
Q3 		$131K Buy
861
+464
+117% +$71.2K 0.02% 579
2016
Q2 		$63K Sell
397
-4
-1% -$646 0.02% 595
2016
Q1 		$65K Buy
401
+115
+40% +$20K 0.02% 541
2015
Q4 		$47K Sell
286
-250
-47% -$41.9K 0.02% 636
2015
Q3 		$96K Buy
536
+252
+89% +$43.5K 0.03% 438
2015
Q2 		$48K Sell
284
-12
-4% -$2.02K 0.02% 681
2015
Q1 		$50K Hold
296
– – 0.02% 658
2014
Q4 		$52K Sell
296
-1,153
-80% -$207K 0.02% 640
2014
Q3 		$267K Buy
1,449
+1,425
+5,938% +$263K 0.05% 375
2014
Q2 		$5K Buy
+24
New +$4.65K ﹤0.01% 933

Other funds holding SH

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
UBS Group
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
TC
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

Next Financial Group's SH Position: Q1 2020 in Review

Next Financial Group sold out of ProShares Short S&P500 (SH) in Q1 2020, closing a stake of 2 shares.

Next Financial Group first reported a position in SH in Q2 2014 and held it in 20 quarters. The position peaked at $267K in Q3 2014. 205 funds tracked by Wall St. Rank hold SH as of Q1 2020.

  • Next Financial Group reported no remaining ProShares Short S&P500 position as of Q1 2020 after selling out during the quarter.
  • Next Financial Group sold 2 ProShares Short S&P500 shares in Q1 2020.
  • Next Financial Group first reported a position in ProShares Short S&P500 in Q2 2014 and held it in 20 quarters.
  • Next Financial Group's ProShares Short S&P500 position peaked at $267K in Q3 2014.
  • 205 funds tracked by Wall St. Rank held ProShares Short S&P500 as of Q1 2020.

Based on Next Financial Group's 13F filing for Q1 2020, filed 27 Apr 2020.