TI
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tru Independence’s ProShares Short S&P500 SH Stock Holding History

tru Independence’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
2020
Q3 		– Sell
-5,043
Closed -$934K – 759
2020
Q2 		$934K Buy
5,043
+765
+18% +$73.5K 0.14% 118
2020
Q1 		$703K Buy
4,278
+4,253
+17,012% +$430K 0.11% 117
2019
Q4 		$3K Buy
+25
New +$2.52K ﹤0.01% 770

Other funds holding SH

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
TC
Telemus Capital Southfield, Michigan $1.21B AUM 23.28% 1-Year Est. Return
NEIRG
New England Investment & Retirement Group North Andover, Massachusetts $434M AUM 25.45% 1-Year Est. Return
BCMO
Buckingham Capital Management (Ohio) Dayton, Ohio $872M AUM 18.49% 1-Year Est. Return
HWA
HCR Wealth Advisors Los Angeles, California $1.12B AUM 33.13% 1-Year Est. Return
MCP
Mirador Capital Partners Pleasanton, California $817M AUM 42.46% 1-Year Est. Return

tru Independence's SH Position: Q3 2020 in Review

tru Independence sold out of ProShares Short S&P500 (SH) in Q3 2020, closing a stake of 5,043 shares — an estimated $934K sold.

tru Independence first reported a position in SH in Q4 2019 and held it in 3 quarters. The position peaked at $934K in Q2 2020. 205 funds tracked by Wall St. Rank hold SH as of Q3 2020.

  • tru Independence reported no remaining ProShares Short S&P500 position as of Q3 2020 after selling out during the quarter.
  • tru Independence sold 5,043 ProShares Short S&P500 shares in Q3 2020, an estimated $934K.
  • tru Independence first reported a position in ProShares Short S&P500 in Q4 2019 and held it in 3 quarters.
  • tru Independence's ProShares Short S&P500 position peaked at $934K in Q2 2020.
  • 205 funds tracked by Wall St. Rank held ProShares Short S&P500 as of Q3 2020.

Based on tru Independence's 13F filing for Q3 2020, filed 19 Nov 2020.