Palo Capital’s ProShares Short S&P500 SH Stock Holding History

Palo Capital’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 Q1	–	Sell	-1,850	Closed	-$270K	–	136
2016 Q4	$270K	Buy	+1,850	New	+$279K	0.17%	109

Other funds holding SH

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

PAM

PVG Asset Management Golden, Colorado $173M AUM 64.51% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

SGAM

Steinberg Global Asset Management Boca Raton, Florida $639M AUM 11.04% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

CHA

Cedar Hill Associates Chicago, Illinois $261M AUM 7.91% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Palo Capital's SH Position: Q1 2017 in Review

Palo Capital sold out of ProShares Short S&P500 (SH) in Q1 2017, closing a stake of 1,850 shares — an estimated $270K sold.

Palo Capital first reported a position in SH in Q4 2016 and held it in 1 quarter. The position peaked at $270K in Q4 2016. 114 funds tracked by Wall St. Rank hold SH as of Q1 2017.

Palo Capital reported no remaining ProShares Short S&P500 position as of Q1 2017 after selling out during the quarter.
Palo Capital sold 1,850 ProShares Short S&P500 shares in Q1 2017, an estimated $270K.
Palo Capital first reported a position in ProShares Short S&P500 in Q4 2016 and held it in 1 quarter.
Palo Capital's ProShares Short S&P500 position peaked at $270K in Q4 2016.
114 funds tracked by Wall St. Rank held ProShares Short S&P500 as of Q1 2017.

Based on Palo Capital's 13F filing for Q1 2017, filed 26 Apr 2017.