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Patriot Financial Group Insurance Agency’s ProShares UltraShort S&P500 SDS Stock Holding History

Patriot Financial Group Insurance Agency’s Portfolio SDS Stock Details SDS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-12
Closed -$13K – 873
2018
Q1 		$13K Hold
12
– – 0.01% 560
2017
Q4 		$13K Buy
12
+11
+1,100% +$12K 0.01% 546
2017
Q3 		$2K Buy
+1
New +$1.22K ﹤0.01% 847

Other funds holding SDS

PAM
PVG Asset Management Golden, Colorado $173M AUM 64.51% 1-Year Est. Return
BFIC
Bedell Frazier Investment Counselling Walnut Creek, California $495M AUM 29.32% 1-Year Est. Return
SR
Sloane Robinson London, United Kingdom $108M AUM 78.42% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
CIAS
Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return
CTC
Chai Trust Company Chicago, Illinois $1.18B AUM 19.62% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
BAM
Belpointe Asset Management Reno, Nevada $3.06B AUM 23.82% 1-Year Est. Return

Patriot Financial Group Insurance Agency's SDS Position: Q2 2018 in Review

Patriot Financial Group Insurance Agency sold out of ProShares UltraShort S&P500 (SDS) in Q2 2018, closing a stake of 12 shares — an estimated $13K sold.

Patriot Financial Group Insurance Agency first reported a position in SDS in Q3 2017 and held it in 3 quarters. The position peaked at $13K in Q1 2018. 56 funds tracked by Wall St. Rank hold SDS as of Q2 2018.

  • Patriot Financial Group Insurance Agency reported no remaining ProShares UltraShort S&P500 position as of Q2 2018 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 12 ProShares UltraShort S&P500 shares in Q2 2018, an estimated $13K.
  • Patriot Financial Group Insurance Agency first reported a position in ProShares UltraShort S&P500 in Q3 2017 and held it in 3 quarters.
  • Patriot Financial Group Insurance Agency's ProShares UltraShort S&P500 position peaked at $13K in Q1 2018.
  • 56 funds tracked by Wall St. Rank held ProShares UltraShort S&P500 as of Q2 2018.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2018, filed 14 Aug 2018.