OPS
RALS

Orion Portfolio Solutions’s ProShares RAFI Long/Short RALS Stock Holding History

Orion Portfolio Solutions’s Portfolio RALS Stock Details RALS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-142
Closed -$4K – 2425
2020
Q2 		$4K Buy
+142
New +$4.49K ﹤0.01% 1604

Other funds holding RALS

EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VNA
Valley National Advisers Bethlehem, Pennsylvania $773M AUM 21.98% 1-Year Est. Return

Orion Portfolio Solutions's RALS Position: Q3 2020 in Review

Orion Portfolio Solutions sold out of ProShares RAFI Long/Short (RALS) in Q3 2020, closing a stake of 142 shares — an estimated $4K sold.

Orion Portfolio Solutions first reported a position in RALS in Q2 2020 and held it in 1 quarter. The position peaked at $4K in Q2 2020. 7 funds tracked by Wall St. Rank hold RALS as of Q3 2020.

  • Orion Portfolio Solutions reported no remaining ProShares RAFI Long/Short position as of Q3 2020 after selling out during the quarter.
  • Orion Portfolio Solutions sold 142 ProShares RAFI Long/Short shares in Q3 2020, an estimated $4K.
  • Orion Portfolio Solutions first reported a position in ProShares RAFI Long/Short in Q2 2020 and held it in 1 quarter.
  • Orion Portfolio Solutions's ProShares RAFI Long/Short position peaked at $4K in Q2 2020.
  • 7 funds tracked by Wall St. Rank held ProShares RAFI Long/Short as of Q3 2020.

Based on Orion Portfolio Solutions's 13F filing for Q3 2020, filed 13 Nov 2020.