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Reilly Financial Advisors’s ProShares Short S&P500 SH Stock Holding History

Reilly 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
Q4 		$0 Buy
+3
New +$170 ﹤0.01% 1197
2015
Q1 		– Sell
-19
Closed -$3K – 1369
2014
Q4 		$3K Hold
19
– – ﹤0.01% 714
2014
Q3 		$3K Hold
19
– – ﹤0.01% 729
2014
Q2 		$3K Buy
+19
New +$3.68K ﹤0.01% 762

Other funds holding SH

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return
TPWA
TRUE Private Wealth Advisors Salem, Oregon $1.16B AUM 36.18% 1-Year Est. Return
UWM
Udine Wealth Management Boca Raton, Florida $243M AUM 41.13% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
IAN
Integrated Advisors Network Dallas, Texas $2.18B AUM 30.3% 1-Year Est. Return
NC
Naman Capital Sao Paulo, Brazil $323M AUM 37.1% 1-Year Est. Return
MCP
Mirador Capital Partners Pleasanton, California $817M AUM 42.46% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Reilly Financial Advisors's SH Position: Q4 2021 in Review

Reilly Financial Advisors opened a new position in ProShares Short S&P500 (SH) in Q4 2021: 3 shares worth $0. The stake represents ﹤0.01% of the portfolio and ranks #1197 among its holdings. This is a return to the name: Reilly Financial Advisors previously reported a position in SH as recently as Q4 2014.

Reilly Financial Advisors first reported a position in SH in Q2 2014 and has held it in 4 quarters since. The position peaked at $3K in Q4 2014. 152 funds tracked by Wall St. Rank hold SH as of Q4 2021.

  • Reilly Financial Advisors held 3 shares of ProShares Short S&P500 worth $0 as of Q4 2021.
  • ProShares Short S&P500 was a new Reilly Financial Advisors position in Q4 2021.
  • ProShares Short S&P500 made up ﹤0.01% of Reilly Financial Advisors's portfolio in Q4 2021, its #1197 holding.
  • Reilly Financial Advisors first reported a position in ProShares Short S&P500 in Q2 2014 and has held it in 4 quarters since.
  • Reilly Financial Advisors's ProShares Short S&P500 position peaked at $3K in Q4 2014.
  • 152 funds tracked by Wall St. Rank held ProShares Short S&P500 as of Q4 2021.

Based on Reilly Financial Advisors's 13F filing for Q4 2021, filed 25 Jan 2022.