Truepoint Inc’s ProShares Short S&P500 SH Stock Holding History

Truepoint Inc’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 Q1	–	Sell	-2,500	Closed	-$302K	–	109
2017 Q4	$302K	Buy	+2,500	New	+$311K	0.03%	75

Other funds holding SH

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Leuthold Group Minneapolis, Minnesota $995M AUM 44.2% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

SPL

Smart Portfolios LLC Seattle, Washington $100M AUM 17.17% 1-Year Est. Return

PCM

Peak Capital Management Greenwood Village, Colorado $93.5M AUM 2.28% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Truepoint Inc's SH Position: Q1 2018 in Review

Truepoint Inc sold out of ProShares Short S&P500 (SH) in Q1 2018, closing a stake of 2,500 shares — an estimated $302K sold.

Truepoint Inc first reported a position in SH in Q4 2017 and held it in 1 quarter. The position peaked at $302K in Q4 2017. 123 funds tracked by Wall St. Rank hold SH as of Q1 2018.

Truepoint Inc reported no remaining ProShares Short S&P500 position as of Q1 2018 after selling out during the quarter.
Truepoint Inc sold 2,500 ProShares Short S&P500 shares in Q1 2018, an estimated $302K.
Truepoint Inc first reported a position in ProShares Short S&P500 in Q4 2017 and held it in 1 quarter.
Truepoint Inc's ProShares Short S&P500 position peaked at $302K in Q4 2017.
123 funds tracked by Wall St. Rank held ProShares Short S&P500 as of Q1 2018.

Based on Truepoint Inc's 13F filing for Q1 2018, filed 8 May 2018.