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Summit Securities Group’s ProShares Short QQQ PSQ Stock Holding History

Summit Securities Group’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
2015
Q3 		– Sell
-40
Closed -$11K – 485
2015
Q2 		$11K Buy
+40
New +$11.1K 0.01% 366

Other funds holding PSQ

Brinker Capital
Brinker Capital Berwyn, Pennsylvania $3.13B AUM 9.04% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JWS
Juncture Wealth Strategies Scottsdale, Arizona $390M AUM 19.15% 1-Year Est. Return
SIA
SeaBridge Investment Advisors Summit, New Jersey $692M AUM 52.26% 1-Year Est. Return
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

Summit Securities Group's PSQ Position: Q3 2015 in Review

Summit Securities Group sold out of ProShares Short QQQ (PSQ) in Q3 2015, closing a stake of 40 shares — an estimated $11K sold.

Summit Securities Group first reported a position in PSQ in Q2 2015 and held it in 1 quarter. The position peaked at $11K in Q2 2015. 36 funds tracked by Wall St. Rank hold PSQ as of Q3 2015.

  • Summit Securities Group reported no remaining ProShares Short QQQ position as of Q3 2015 after selling out during the quarter.
  • Summit Securities Group sold 40 ProShares Short QQQ shares in Q3 2015, an estimated $11K.
  • Summit Securities Group first reported a position in ProShares Short QQQ in Q2 2015 and held it in 1 quarter.
  • Summit Securities Group's ProShares Short QQQ position peaked at $11K in Q2 2015.
  • 36 funds tracked by Wall St. Rank held ProShares Short QQQ as of Q3 2015.

Based on Summit Securities Group's 13F filing for Q3 2015, filed 12 Nov 2015.