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

Peachtree 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
2015
Q1 		– Sell
-413
Closed -$72K – 342
2014
Q4 		$72K Hold
413
– – 0.05% 189
2014
Q3 		$76K Buy
+413
New +$76.3K 0.05% 183
2014
Q2 		– Sell
-2,776
Closed -$548K – 137
2014
Q1 		$548K Sell
2,776
-44
-2% -$8.91K 0.37% 79
2013
Q4 		$569K Buy
+2,820
New +$598K 0.39% 75

Other funds holding SH

BC
Brinker Capital Berwyn, Pennsylvania $3.13B AUM 9.04% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PAM
PVG Asset Management Golden, Colorado $173M AUM 64.51% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
Comerica Bank
Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return
LG
Leuthold Group Minneapolis, Minnesota $939M AUM 37.7% 1-Year Est. Return
BG
Bollard Group Boston, Massachusetts $3.39B AUM 1.06% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Peachtree Investment Advisors's SH Position: Q1 2015 in Review

Peachtree Investment Advisors sold out of ProShares Short S&P500 (SH) in Q1 2015, closing a stake of 413 shares — an estimated $72K sold.

Peachtree Investment Advisors first reported a position in SH in Q4 2013 and held it in 4 quarters. The position peaked at $569K in Q4 2013. 95 funds tracked by Wall St. Rank hold SH as of Q1 2015.

  • Peachtree Investment Advisors reported no remaining ProShares Short S&P500 position as of Q1 2015 after selling out during the quarter.
  • Peachtree Investment Advisors sold 413 ProShares Short S&P500 shares in Q1 2015, an estimated $72K.
  • Peachtree Investment Advisors first reported a position in ProShares Short S&P500 in Q4 2013 and held it in 4 quarters.
  • Peachtree Investment Advisors's ProShares Short S&P500 position peaked at $569K in Q4 2013.
  • 95 funds tracked by Wall St. Rank held ProShares Short S&P500 as of Q1 2015.

Based on Peachtree Investment Advisors's 13F filing for Q1 2015, filed 14 Apr 2015.