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Vontobel Swiss Wealth Advisors’s ProShares Short S&P500 SH Stock Holding History

Vontobel Swiss Wealth Advisors’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
Q3 		– Sell
-20,750
Closed -$2.21M – 116
2019
Q2 		$2.21M Buy
+20,750
New +$2.26M 1.18% 34

Other funds holding SH

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
BFIC
Bedell Frazier Investment Counselling Walnut Creek, California $495M AUM 29.32% 1-Year Est. Return
LG
Leuthold Group Minneapolis, Minnesota $939M AUM 37.7% 1-Year Est. Return
NC
Naman Capital Sao Paulo, Brazil $360M AUM 27.43% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
SCI
Stableford Capital II Scottsdale, Arizona $289M AUM 20.84% 1-Year Est. Return

Vontobel Swiss Wealth Advisors's SH Position: Q3 2019 in Review

Vontobel Swiss Wealth Advisors sold out of ProShares Short S&P500 (SH) in Q3 2019, closing a stake of 20,750 shares — an estimated $2.21M sold.

Vontobel Swiss Wealth Advisors first reported a position in SH in Q2 2019 and held it in 1 quarter. The position peaked at $2.21M in Q2 2019. 136 funds tracked by Wall St. Rank hold SH as of Q3 2019.

  • Vontobel Swiss Wealth Advisors reported no remaining ProShares Short S&P500 position as of Q3 2019 after selling out during the quarter.
  • Vontobel Swiss Wealth Advisors sold 20,750 ProShares Short S&P500 shares in Q3 2019, an estimated $2.21M.
  • Vontobel Swiss Wealth Advisors first reported a position in ProShares Short S&P500 in Q2 2019 and held it in 1 quarter.
  • Vontobel Swiss Wealth Advisors's ProShares Short S&P500 position peaked at $2.21M in Q2 2019.
  • 136 funds tracked by Wall St. Rank held ProShares Short S&P500 as of Q3 2019.

Based on Vontobel Swiss Wealth Advisors's 13F filing for Q3 2019, filed 25 Oct 2019.