VAG
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VisionPoint Advisory Group’s ProShares Short S&P500 SH Stock Holding History

VisionPoint Advisory Group’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
Q2 		– Sell
-4,323
Closed -$478K – 133
2020
Q1 		$478K Buy
+4,323
New +$437K 0.22% 60
2019
Q4 		– Sell
-4,215
Closed -$444K – 142
2019
Q3 		$444K Buy
+4,215
New +$446K 0.12% 77

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
NEIRG
New England Investment & Retirement Group North Andover, Massachusetts $434M AUM 25.45% 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
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
KWM
Kingsview Wealth Management Grants Pass, Oregon $8.25B AUM 24.8% 1-Year Est. Return

VisionPoint Advisory Group's SH Position: Q2 2020 in Review

VisionPoint Advisory Group sold out of ProShares Short S&P500 (SH) in Q2 2020, closing a stake of 4,323 shares — an estimated $478K sold.

VisionPoint Advisory Group first reported a position in SH in Q3 2019 and held it in 2 quarters. The position peaked at $478K in Q1 2020. 216 funds tracked by Wall St. Rank hold SH as of Q2 2020.

  • VisionPoint Advisory Group reported no remaining ProShares Short S&P500 position as of Q2 2020 after selling out during the quarter.
  • VisionPoint Advisory Group sold 4,323 ProShares Short S&P500 shares in Q2 2020, an estimated $478K.
  • VisionPoint Advisory Group first reported a position in ProShares Short S&P500 in Q3 2019 and held it in 2 quarters.
  • VisionPoint Advisory Group's ProShares Short S&P500 position peaked at $478K in Q1 2020.
  • 216 funds tracked by Wall St. Rank held ProShares Short S&P500 as of Q2 2020.

Based on VisionPoint Advisory Group's 13F filing for Q2 2020, filed 14 Aug 2020.