Sonora Investment Management’s ProShares Short S&P500 SH Stock Holding History

Sonora Investment 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
2016 Q3	–	Sell	-13	Closed	-$1.98K	–	879
2016 Q2	$1.98K	Hold	13	–	–	﹤0.01%	777
2016 Q1	$2.01K	Hold	13	–	–	﹤0.01%	840
2015 Q4	$2K	Hold	13	–	–	﹤0.01%	727
2015 Q3	$2K	Buy	+13	New	+$2.24K	﹤0.01%	1008

Other funds holding SH

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CHA

Cedar Hill Associates Chicago, Illinois $261M AUM 7.91% 1-Year Est. Return

SGAM

Steinberg Global Asset Management Boca Raton, Florida $639M AUM 11.04% 1-Year Est. Return

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

Sonora Investment Management's SH Position: Q3 2016 in Review

Sonora Investment Management sold out of ProShares Short S&P500 (SH) in Q3 2016, closing a stake of 13 shares — an estimated $1.98K sold.

Sonora Investment Management first reported a position in SH in Q3 2015 and held it in 4 quarters. The position peaked at $2.01K in Q1 2016. 146 funds tracked by Wall St. Rank hold SH as of Q3 2016.

Sonora Investment Management reported no remaining ProShares Short S&P500 position as of Q3 2016 after selling out during the quarter.
Sonora Investment Management sold 13 ProShares Short S&P500 shares in Q3 2016, an estimated $1.98K.
Sonora Investment Management first reported a position in ProShares Short S&P500 in Q3 2015 and held it in 4 quarters.
Sonora Investment Management's ProShares Short S&P500 position peaked at $2.01K in Q1 2016.
146 funds tracked by Wall St. Rank held ProShares Short S&P500 as of Q3 2016.

Based on Sonora Investment Management's 13F filing for Q3 2016, filed 17 Oct 2016.