Parisi Gray Wealth Management’s ProShares Short S&P500 SH Stock Holding History

Parisi Gray Wealth Management’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
2018 Q4	–	Sell	-13	Closed	-$1K	–	604
2018 Q3	$1K	Hold	13	–	–	﹤0.01%	572
2018 Q2	$1K	Buy	+13	New	+$1.54K	﹤0.01%	595

Other funds holding SH

SFM

Stack Financial Management Whitefish, Montana $1.28B AUM 18.06% 1-Year Est. Return

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

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

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

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

BFIC

Bedell Frazier Investment Counselling Walnut Creek, California $495M AUM 29.32% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

DAS

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

Leuthold Group Minneapolis, Minnesota $995M AUM 44.2% 1-Year Est. Return

UAS

United Asset Strategies Garden City, New York $1.41B AUM 27.73% 1-Year Est. Return

Parisi Gray Wealth Management's SH Position: Q4 2018 in Review

Parisi Gray Wealth Management sold out of ProShares Short S&P500 (SH) in Q4 2018, closing a stake of 13 shares — an estimated $1K sold.

Parisi Gray Wealth Management first reported a position in SH in Q2 2018 and held it in 2 quarters. The position peaked at $1K in Q3 2018. 137 funds tracked by Wall St. Rank hold SH as of Q4 2018.

Parisi Gray Wealth Management reported no remaining ProShares Short S&P500 position as of Q4 2018 after selling out during the quarter.
Parisi Gray Wealth Management sold 13 ProShares Short S&P500 shares in Q4 2018, an estimated $1K.
Parisi Gray Wealth Management first reported a position in ProShares Short S&P500 in Q2 2018 and held it in 2 quarters.
Parisi Gray Wealth Management's ProShares Short S&P500 position peaked at $1K in Q3 2018.
137 funds tracked by Wall St. Rank held ProShares Short S&P500 as of Q4 2018.

Based on Parisi Gray Wealth Management's 13F filing for Q4 2018, filed 12 Feb 2019.