VIA
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Vantis Investment Advisers’s ProShares Short S&P500 SH Stock Holding History

Vantis Investment Advisers’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
Q1 		– Sell
-5,500
Closed -$528K – 12
2019
Q4 		$528K Buy
+5,500
New +$555K 0.91% 7

Other funds holding SH

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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 $377B AUM 19.32% 1-Year Est. Return
TC
Telemus Capital Southfield, Michigan $1.21B AUM 23.28% 1-Year Est. Return
SCI
Stableford Capital II Scottsdale, Arizona $289M AUM 20.84% 1-Year Est. Return
NEIRG
New England Investment & Retirement Group North Andover, Massachusetts $434M AUM 25.45% 1-Year Est. Return
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return

Vantis Investment Advisers's SH Position: Q1 2020 in Review

Vantis Investment Advisers sold out of ProShares Short S&P500 (SH) in Q1 2020, closing a stake of 5,500 shares — an estimated $528K sold.

Vantis Investment Advisers first reported a position in SH in Q4 2019 and held it in 1 quarter. The position peaked at $528K in Q4 2019. 205 funds tracked by Wall St. Rank hold SH as of Q1 2020.

  • Vantis Investment Advisers reported no remaining ProShares Short S&P500 position as of Q1 2020 after selling out during the quarter.
  • Vantis Investment Advisers sold 5,500 ProShares Short S&P500 shares in Q1 2020, an estimated $528K.
  • Vantis Investment Advisers first reported a position in ProShares Short S&P500 in Q4 2019 and held it in 1 quarter.
  • Vantis Investment Advisers's ProShares Short S&P500 position peaked at $528K in Q4 2019.
  • 205 funds tracked by Wall St. Rank held ProShares Short S&P500 as of Q1 2020.

Based on Vantis Investment Advisers's 13F filing for Q1 2020, filed 13 May 2020.