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Plante Moran Financial Advisors’s ProShares UltraShort S&P500 SDS Stock Holding History

Plante Moran Financial Advisors’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
2020
Q1 		– Sell
-283
Closed -$176K – 822
2019
Q4 		$176K Buy
+283
New +$194K 0.06% 168

Other funds holding SDS

IAM
ICM Asset Management Spokane, Washington $18.1M AUM 30.29% 1-Year Est. Return
EWM
Elite Wealth Management Kirkland, Washington $337M AUM 26.14% 1-Year Est. Return
IAN
Integrated Advisors Network Dallas, Texas $2.18B AUM 30.3% 1-Year Est. Return
F
F3Logic Burnsville, Minnesota $476M AUM 16.57% 1-Year Est. Return
RC
Randolph Company Cincinnati, Ohio $1.19B AUM 38.92% 1-Year Est. Return
KC
Kingfisher Capital Charlotte, North Carolina $437M AUM 41.72% 1-Year Est. Return
VFPI
Vantage Financial Partners (Illinois) Arlington Heights, Illinois $402M AUM 12.97% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return
PAM
PVG Asset Management Golden, Colorado $173M AUM 64.51% 1-Year Est. Return

Plante Moran Financial Advisors's SDS Position: Q1 2020 in Review

Plante Moran Financial Advisors sold out of ProShares UltraShort S&P500 (SDS) in Q1 2020, closing a stake of 283 shares — an estimated $176K sold.

Plante Moran Financial Advisors first reported a position in SDS in Q4 2019 and held it in 1 quarter. The position peaked at $176K in Q4 2019. 89 funds tracked by Wall St. Rank hold SDS as of Q1 2020.

  • Plante Moran Financial Advisors reported no remaining ProShares UltraShort S&P500 position as of Q1 2020 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 283 ProShares UltraShort S&P500 shares in Q1 2020, an estimated $176K.
  • Plante Moran Financial Advisors first reported a position in ProShares UltraShort S&P500 in Q4 2019 and held it in 1 quarter.
  • Plante Moran Financial Advisors's ProShares UltraShort S&P500 position peaked at $176K in Q4 2019.
  • 89 funds tracked by Wall St. Rank held ProShares UltraShort S&P500 as of Q1 2020.

Based on Plante Moran Financial Advisors's 13F filing for Q1 2020, filed 7 May 2020.