SWM
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Strategic Wealth Management’s ProShares Short S&P500 SH Stock Holding History

Strategic Wealth 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
2018
Q2 		– Sell
-59,917
Closed -$7.26M – 26
2018
Q1 		$7.26M Buy
+59,917
New +$7.06M 6.14% 3

Other funds holding SH

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LG
Leuthold Group Minneapolis, Minnesota $995M AUM 44.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PCM
Peak Capital Management Greenwood Village, Colorado $93.5M AUM 2.28% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
SCI
Stableford Capital II Scottsdale, Arizona $289M AUM 20.84% 1-Year Est. Return

Strategic Wealth Management's SH Position: Q2 2018 in Review

Strategic Wealth Management sold out of ProShares Short S&P500 (SH) in Q2 2018, closing a stake of 59,917 shares — an estimated $7.26M sold.

Strategic Wealth Management first reported a position in SH in Q1 2018 and held it in 1 quarter. The position peaked at $7.26M in Q1 2018. 104 funds tracked by Wall St. Rank hold SH as of Q2 2018.

  • Strategic Wealth Management reported no remaining ProShares Short S&P500 position as of Q2 2018 after selling out during the quarter.
  • Strategic Wealth Management sold 59,917 ProShares Short S&P500 shares in Q2 2018, an estimated $7.26M.
  • Strategic Wealth Management first reported a position in ProShares Short S&P500 in Q1 2018 and held it in 1 quarter.
  • Strategic Wealth Management's ProShares Short S&P500 position peaked at $7.26M in Q1 2018.
  • 104 funds tracked by Wall St. Rank held ProShares Short S&P500 as of Q2 2018.

Based on Strategic Wealth Management's 13F filing for Q2 2018, filed 6 Jul 2018.