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Northwest Investment Counselors’s ProShares Short S&P500 SH Stock Holding History

Northwest Investment Counselors’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
2017
Q4 		– Sell
-813
Closed -$105K – 279
2017
Q3 		$105K Hold
813
– – 0.05% 140
2017
Q2 		$109K Buy
+813
New +$110K 0.05% 131

Other funds holding SH

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
LG
Leuthold Group Minneapolis, Minnesota $939M AUM 37.7% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
LSAG
Lake Street Advisors Group Portsmouth, New Hampshire $2.17B AUM 16.99% 1-Year Est. Return
IC
InterOcean Capital Chicago, Illinois $1.32B AUM 8.47% 1-Year Est. Return
TC
Telemus Capital Southfield, Michigan $1.21B AUM 23.28% 1-Year Est. Return

Northwest Investment Counselors's SH Position: Q4 2017 in Review

Northwest Investment Counselors sold out of ProShares Short S&P500 (SH) in Q4 2017, closing a stake of 813 shares — an estimated $105K sold.

Northwest Investment Counselors first reported a position in SH in Q2 2017 and held it in 2 quarters. The position peaked at $109K in Q2 2017. 115 funds tracked by Wall St. Rank hold SH as of Q4 2017.

  • Northwest Investment Counselors reported no remaining ProShares Short S&P500 position as of Q4 2017 after selling out during the quarter.
  • Northwest Investment Counselors sold 813 ProShares Short S&P500 shares in Q4 2017, an estimated $105K.
  • Northwest Investment Counselors first reported a position in ProShares Short S&P500 in Q2 2017 and held it in 2 quarters.
  • Northwest Investment Counselors's ProShares Short S&P500 position peaked at $109K in Q2 2017.
  • 115 funds tracked by Wall St. Rank held ProShares Short S&P500 as of Q4 2017.

Based on Northwest Investment Counselors's 13F filing for Q4 2017, filed 1 Feb 2018.