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Perennial Investment Partners’s ProShares UltraShort S&P500 SDS Stock Holding History

Perennial Investment Partners’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
2013
Q4 		– Sell
-8
Closed -$29K – 89
2013
Q3 		$29K Buy
+8
New +$29.8K 0.01% 86

Other funds holding SDS

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Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $25.2B AUM 30.31% 1-Year Est. Return
FI
FCM Investments Dallas, Texas $70.1M AUM 26.28% 1-Year Est. Return
BG
Bollard Group Boston, Massachusetts $3.39B AUM 1.06% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SM
Southport Management Wilson, Wyoming $28.6M AUM 41.61% 1-Year Est. Return
RVP
Relative Value Partners Northbrook, Illinois $880M AUM 0.38% 1-Year Est. Return
TH
Timber Hill Greenwich, Connecticut $15.4M AUM 30.7% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
SCM
Summit Capital Management Seattle, Washington $221M AUM 4.14% 1-Year Est. Return

Perennial Investment Partners's SDS Position: Q4 2013 in Review

Perennial Investment Partners sold out of ProShares UltraShort S&P500 (SDS) in Q4 2013, closing a stake of 8 shares — an estimated $29K sold.

Perennial Investment Partners first reported a position in SDS in Q3 2013 and held it in 1 quarter. The position peaked at $29K in Q3 2013. 78 funds tracked by Wall St. Rank hold SDS as of Q4 2013.

  • Perennial Investment Partners reported no remaining ProShares UltraShort S&P500 position as of Q4 2013 after selling out during the quarter.
  • Perennial Investment Partners sold 8 ProShares UltraShort S&P500 shares in Q4 2013, an estimated $29K.
  • Perennial Investment Partners first reported a position in ProShares UltraShort S&P500 in Q3 2013 and held it in 1 quarter.
  • Perennial Investment Partners's ProShares UltraShort S&P500 position peaked at $29K in Q3 2013.
  • 78 funds tracked by Wall St. Rank held ProShares UltraShort S&P500 as of Q4 2013.

Based on Perennial Investment Partners's 13F filing for Q4 2013, filed 13 Feb 2014.