Stifel Financial
PSQ icon

Stifel Financial’s ProShares Short QQQ PSQ Stock Holding History

Stifel Financial’s Portfolio PSQ Stock Details PSQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-1,170
Closed -$305K – 2348
2015
Q4 		$305K Buy
+1,170
New +$309K ﹤0.01% 1905
2015
Q3 		– Sell
-2,899
Closed -$816K – 2339
2015
Q2 		$816K Buy
2,899
+98
+3% +$27.3K ﹤0.01% 1431
2015
Q1 		$806K Buy
2,801
+747
+36% +$218K ﹤0.01% 1383
2014
Q4 		$611K Sell
2,054
-1,259
-38% -$386K ﹤0.01% 1515
2014
Q3 		$1.04M Buy
3,313
+1,057
+47% +$339K 0.01% 1105
2014
Q2 		$753K Sell
2,256
-645
-22% -$228K 0.01% 1260
2014
Q1 		$1.05M Buy
+2,901
New +$1.05M 0.01% 1048

Other funds holding PSQ

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BC
Brinker Capital Berwyn, Pennsylvania $3.13B AUM 9.04% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
JWS
Juncture Wealth Strategies Scottsdale, Arizona $384M AUM 27.62% 1-Year Est. Return
SIA
SeaBridge Investment Advisors Summit, New Jersey $692M AUM 52.26% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Stifel Financial's PSQ Position: Q1 2016 in Review

Stifel Financial sold out of ProShares Short QQQ (PSQ) in Q1 2016, closing a stake of 1,170 shares — an estimated $305K sold.

Stifel Financial first reported a position in PSQ in Q1 2014 and held it in 7 quarters. The position peaked at $1.05M in Q1 2014. 46 funds tracked by Wall St. Rank hold PSQ as of Q1 2016.

  • Stifel Financial reported no remaining ProShares Short QQQ position as of Q1 2016 after selling out during the quarter.
  • Stifel Financial sold 1,170 ProShares Short QQQ shares in Q1 2016, an estimated $305K.
  • Stifel Financial first reported a position in ProShares Short QQQ in Q1 2014 and held it in 7 quarters.
  • Stifel Financial's ProShares Short QQQ position peaked at $1.05M in Q1 2014.
  • 46 funds tracked by Wall St. Rank held ProShares Short QQQ as of Q1 2016.

Based on Stifel Financial's 13F filing for Q1 2016, filed 16 May 2016.