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PMFA
Plante Moran Financial Advisors’s
ProShares Short S&P500
SH
Stock Holding History
Plante Moran Financial 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
2021
Q1
–
Sell
-6
Closed
–
–
1125
2020
Q4
$0
Sell
6
-6
-50%
-$458
﹤0.01%
1010
2020
Q3
$1K
Sell
12
-1,423
-99%
-$118K
﹤0.01%
818
2020
Q2
$128K
Buy
+1,435
New
+$138K
0.05%
181
2014
Q1
–
Sell
-19
Closed
-$4K
–
685
2013
Q4
$4K
Buy
+19
New
+$4.03K
﹤0.01%
563
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TRCT
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NC
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1-Year Est. Return
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$376B AUM
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1-Year Est. Return
TC
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$1.21B AUM
23.28%
1-Year Est. Return
KIG
Kessler Investment Group
Columbus, Indiana
$234M AUM
51.88%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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