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R.H. Bluestein & Co’s ProShares Short S&P500 SH Stock Holding History

R.H. Bluestein & Co’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
2020
Q2 		– Sell
-8,750
Closed -$968K – 342
2020
Q1 		$968K Sell
8,750
-5,000
-36% -$505K 0.08% 78
2019
Q4 		$1.32M Buy
+13,750
New +$1.39M 0.07% 62

Other funds holding SH

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
NEIRG
New England Investment & Retirement Group North Andover, Massachusetts $434M AUM 25.45% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
TC
Telemus Capital Southfield, Michigan $1.21B AUM 23.28% 1-Year Est. Return
HWA
HCR Wealth Advisors Los Angeles, California $1.12B AUM 33.13% 1-Year Est. Return
MCP
Mirador Capital Partners Pleasanton, California $817M AUM 42.46% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $8.25B AUM 24.8% 1-Year Est. Return

R.H. Bluestein & Co's SH Position: Q2 2020 in Review

R.H. Bluestein & Co sold out of ProShares Short S&P500 (SH) in Q2 2020, closing a stake of 8,750 shares — an estimated $968K sold.

R.H. Bluestein & Co first reported a position in SH in Q4 2019 and held it in 2 quarters. The position peaked at $1.32M in Q4 2019. 216 funds tracked by Wall St. Rank hold SH as of Q2 2020.

  • R.H. Bluestein & Co reported no remaining ProShares Short S&P500 position as of Q2 2020 after selling out during the quarter.
  • R.H. Bluestein & Co sold 8,750 ProShares Short S&P500 shares in Q2 2020, an estimated $968K.
  • R.H. Bluestein & Co first reported a position in ProShares Short S&P500 in Q4 2019 and held it in 2 quarters.
  • R.H. Bluestein & Co's ProShares Short S&P500 position peaked at $1.32M in Q4 2019.
  • 216 funds tracked by Wall St. Rank held ProShares Short S&P500 as of Q2 2020.

Based on R.H. Bluestein & Co's 13F filing for Q2 2020, filed 12 Aug 2020.