RIL
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Rothschild Investment LLC’s ProShares Short S&P500 SH Stock Holding History

Rothschild Investment LLC’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
Q3 		– Sell
-2,688
Closed -$165K – 507
2021
Q2 		$165K Buy
2,688
+188
+8% +$11.9K 0.01% 466
2021
Q1 		$168K Buy
+2,500
New +$174K 0.01% 446
2016
Q4 		– Sell
-2,125
Closed -$324K – 485
2016
Q3 		$324K Sell
2,125
-875
-29% -$134K 0.04% 331
2016
Q2 		$476K Sell
3,000
-938
-24% -$151K 0.06% 268
2016
Q1 		$643K Buy
+3,938
New +$684K 0.08% 233
2013
Q3 		– Sell
-969
Closed -$230K – 383
2013
Q2 		$230K Buy
+969
New +$230K 0.04% 317

Other funds holding SH

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Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TPWA
TRUE Private Wealth Advisors Salem, Oregon $1.05B AUM 19.14% 1-Year Est. Return
LJAC
L.J. Altfest & Co New York $935M AUM 27.19% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
MCP
Mirador Capital Partners Pleasanton, California $816M AUM 42.46% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $71.6B AUM 29.66% 1-Year Est. Return
NC
Naman Capital Sao Paulo, Brazil $360M AUM 27.43% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return
RCP
Rothschild Capital Partners New York $406M AUM 25.87% 1-Year Est. Return