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Optimum Investment Advisors’s ProShares Short S&P500 SH Stock Holding History

Optimum Investment 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
2014
Q3 		– Sell
-250
Closed -$47K – 954
2014
Q2 		$47K Buy
+250
New +$48.4K 0.02% 492

Other funds holding SH

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 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
GI
Glovista Investments Jersey City, New Jersey $215M AUM 10.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Comerica Bank
Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return
BG
Bollard Group Boston, Massachusetts $3.29B AUM 4.86% 1-Year Est. Return
FM
Foster & Motley Cincinnati, Ohio $2.17B AUM 27.73% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Optimum Investment Advisors's SH Position: Q3 2014 in Review

Optimum Investment Advisors sold out of ProShares Short S&P500 (SH) in Q3 2014, closing a stake of 250 shares — an estimated $47K sold.

Optimum Investment Advisors first reported a position in SH in Q2 2014 and held it in 1 quarter. The position peaked at $47K in Q2 2014. 103 funds tracked by Wall St. Rank hold SH as of Q3 2014.

  • Optimum Investment Advisors reported no remaining ProShares Short S&P500 position as of Q3 2014 after selling out during the quarter.
  • Optimum Investment Advisors sold 250 ProShares Short S&P500 shares in Q3 2014, an estimated $47K.
  • Optimum Investment Advisors first reported a position in ProShares Short S&P500 in Q2 2014 and held it in 1 quarter.
  • Optimum Investment Advisors's ProShares Short S&P500 position peaked at $47K in Q2 2014.
  • 103 funds tracked by Wall St. Rank held ProShares Short S&P500 as of Q3 2014.

Based on Optimum Investment Advisors's 13F filing for Q3 2014, filed 17 Nov 2014.