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WealthPLAN Partners’s ProShares UltraShort S&P500 SDS Stock Holding History

WealthPLAN Partners’s Portfolio SDS Stock Details SDS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		$5.69K Sell
3
-4
-57% -$6.66K ﹤0.01% 695
2016
Q2 		$6.1K Buy
+7
New +$12.9K ﹤0.01% 1913
2015
Q4 		$3.19K Buy
+2
New +$4.02K ﹤0.01% 1430
2015
Q2 		– Sell
-2
Closed -$4K – 495
2015
Q1 		$4K Buy
+2
New +$4.33K ﹤0.01% 442

Other funds holding SDS

PAM
PVG Asset Management Golden, Colorado $173M AUM 64.51% 1-Year Est. Return
BFIC
Bedell Frazier Investment Counselling Walnut Creek, California $495M AUM 29.32% 1-Year Est. Return
JT
Jump Trading Chicago, Illinois $150M AUM 17.61% 1-Year Est. Return
SM
Southport Management Wilson, Wyoming $28.6M AUM 41.61% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
WAM
Wilsey Asset Management San Diego, California $681M AUM 6.7% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
BG
Bollard Group Boston, Massachusetts $3.29B AUM 4.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

WealthPLAN Partners's SDS Position: Q3 2016 in Review

WealthPLAN Partners reduced its ProShares UltraShort S&P500 (SDS) stake by 57% in Q3 2016, selling an estimated $6.66K and leaving 3 shares worth $5.69K. The position accounts for ﹤0.01% of the portfolio, ranked #695.

WealthPLAN Partners first reported a position in SDS in Q1 2015 and has held it in 4 quarters since. The position peaked at $6.1K in Q2 2016. 102 funds tracked by Wall St. Rank hold SDS as of Q3 2016.

  • WealthPLAN Partners held 3 shares of ProShares UltraShort S&P500 worth $5.69K as of Q3 2016.
  • WealthPLAN Partners sold 4 ProShares UltraShort S&P500 shares in Q3 2016, an estimated $6.66K.
  • ProShares UltraShort S&P500 made up ﹤0.01% of WealthPLAN Partners's portfolio in Q3 2016, its #695 holding.
  • WealthPLAN Partners first reported a position in ProShares UltraShort S&P500 in Q1 2015 and has held it in 4 quarters since.
  • WealthPLAN Partners's ProShares UltraShort S&P500 position peaked at $6.1K in Q2 2016.
  • 102 funds tracked by Wall St. Rank held ProShares UltraShort S&P500 as of Q3 2016.

Based on WealthPLAN Partners's 13F filing for Q3 2016, filed 9 Dec 2016.