VWM
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Venturi Wealth Management’s ProShares Short S&P500 SH Stock Holding History

Venturi Wealth Management’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
2019
Q1 		– Sell
-2,535
Closed -$326K – 265
2018
Q4 		$326K Buy
+2,535
New +$299K 0.05% 192

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BFIC
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UBS Group
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RJA
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SCI
Stableford Capital II Scottsdale, Arizona $289M AUM 20.84% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
HWA
HCR Wealth Advisors Los Angeles, California $1.12B AUM 33.13% 1-Year Est. Return
NC
Naman Capital Sao Paulo, Brazil $323M AUM 37.1% 1-Year Est. Return

Venturi Wealth Management's SH Position: Q1 2019 in Review

Venturi Wealth Management sold out of ProShares Short S&P500 (SH) in Q1 2019, closing a stake of 2,535 shares — an estimated $326K sold.

Venturi Wealth Management first reported a position in SH in Q4 2018 and held it in 1 quarter. The position peaked at $326K in Q4 2018. 141 funds tracked by Wall St. Rank hold SH as of Q1 2019.

  • Venturi Wealth Management reported no remaining ProShares Short S&P500 position as of Q1 2019 after selling out during the quarter.
  • Venturi Wealth Management sold 2,535 ProShares Short S&P500 shares in Q1 2019, an estimated $326K.
  • Venturi Wealth Management first reported a position in ProShares Short S&P500 in Q4 2018 and held it in 1 quarter.
  • Venturi Wealth Management's ProShares Short S&P500 position peaked at $326K in Q4 2018.
  • 141 funds tracked by Wall St. Rank held ProShares Short S&P500 as of Q1 2019.

Based on Venturi Wealth Management's 13F filing for Q1 2019, filed 14 May 2019.