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Royal Fund Management’s ProShares Short S&P500 SH Stock Holding History

Royal Fund Management’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
Q1 		– Sell
-177
Closed -$16K – 712
2019
Q4 		$16K Buy
+177
New +$17.9K ﹤0.01% 371

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
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 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
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
SCI
Stableford Capital II Scottsdale, Arizona $289M AUM 20.84% 1-Year Est. Return
NEIRG
New England Investment & Retirement Group North Andover, Massachusetts $434M AUM 25.45% 1-Year Est. Return
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return

Royal Fund Management's SH Position: Q1 2020 in Review

Royal Fund Management sold out of ProShares Short S&P500 (SH) in Q1 2020, closing a stake of 177 shares — an estimated $16K sold.

Royal Fund Management first reported a position in SH in Q4 2019 and held it in 1 quarter. The position peaked at $16K in Q4 2019. 205 funds tracked by Wall St. Rank hold SH as of Q1 2020.

  • Royal Fund Management reported no remaining ProShares Short S&P500 position as of Q1 2020 after selling out during the quarter.
  • Royal Fund Management sold 177 ProShares Short S&P500 shares in Q1 2020, an estimated $16K.
  • Royal Fund Management first reported a position in ProShares Short S&P500 in Q4 2019 and held it in 1 quarter.
  • Royal Fund Management's ProShares Short S&P500 position peaked at $16K in Q4 2019.
  • 205 funds tracked by Wall St. Rank held ProShares Short S&P500 as of Q1 2020.

Based on Royal Fund Management's 13F filing for Q1 2020, filed 8 May 2020.