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Tortoise Investment Management’s ProShares UltraShort S&P500 SDS Stock Holding History

Tortoise Investment Management’s Portfolio SDS Stock Details SDS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-10
Closed -$1K – 429
2015
Q3 		$1K Buy
+10
New +$21.5K ﹤0.01% 394
2015
Q2 		– Sell
-10
Closed -$1K – 444
2015
Q1 		$1K Hold
10
– – ﹤0.01% 403
2014
Q4 		$1K Hold
10
– – ﹤0.01% 453
2014
Q3 		$2K Hold
10
– – ﹤0.01% 365
2014
Q2 		$2K Hold
10
– – ﹤0.01% 387
2014
Q1 		$3K Buy
+10
New +$29.9K ﹤0.01% 312

Other funds holding SDS

PAM
PVG Asset Management Golden, Colorado $173M AUM 64.51% 1-Year Est. Return
FI
FCM Investments Dallas, Texas $70.1M AUM 98.98% 1-Year Est. Return
TB
Terril Brothers St. Louis, Missouri $388M AUM 29.38% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BFIC
Bedell Frazier Investment Counselling Walnut Creek, California $495M AUM 29.32% 1-Year Est. Return
FRM
Fore Research & Management New York $221M AUM 2.93% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UAS
United Asset Strategies Garden City, New York $1.41B AUM 27.73% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Tortoise Investment Management's SDS Position: Q4 2014 in Review

Tortoise Investment Management sold out of ProShares UltraShort S&P500 (SDS) in Q4 2014, closing a stake of 3 shares — an estimated $7.05K sold.

Tortoise Investment Management first reported a position in SDS in Q1 2014 and held it in 3 quarters. The position peaked at $9K in Q1 2014. 80 funds tracked by Wall St. Rank hold SDS as of Q4 2014.

  • Tortoise Investment Management reported no remaining ProShares UltraShort S&P500 position as of Q4 2014 after selling out during the quarter.
  • Tortoise Investment Management sold 3 ProShares UltraShort S&P500 shares in Q4 2014, an estimated $7.05K.
  • Tortoise Investment Management first reported a position in ProShares UltraShort S&P500 in Q1 2014 and held it in 3 quarters.
  • Tortoise Investment Management's ProShares UltraShort S&P500 position peaked at $9K in Q1 2014.
  • 80 funds tracked by Wall St. Rank held ProShares UltraShort S&P500 as of Q4 2014.

Based on Tortoise Investment Management's 13F filing for Q4 2014, filed 12 Feb 2015.