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WealthSource Partners’s ProShares Short Financials SEF Stock Holding History

WealthSource Partners’s Portfolio SEF Stock Details SEF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-2,709
Closed -$218K – 385
2020
Q2 		$218K Buy
+2,709
New +$232K 0.03% 297

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WealthSource Partners's SEF Position: Q3 2020 in Review

WealthSource Partners sold out of ProShares Short Financials (SEF) in Q3 2020, closing a stake of 2,709 shares — an estimated $218K sold.

WealthSource Partners first reported a position in SEF in Q2 2020 and held it in 1 quarter. The position peaked at $218K in Q2 2020. 10 funds tracked by Wall St. Rank hold SEF as of Q3 2020.

  • WealthSource Partners reported no remaining ProShares Short Financials position as of Q3 2020 after selling out during the quarter.
  • WealthSource Partners sold 2,709 ProShares Short Financials shares in Q3 2020, an estimated $218K.
  • WealthSource Partners first reported a position in ProShares Short Financials in Q2 2020 and held it in 1 quarter.
  • WealthSource Partners's ProShares Short Financials position peaked at $218K in Q2 2020.
  • 10 funds tracked by Wall St. Rank held ProShares Short Financials as of Q3 2020.

Based on WealthSource Partners's 13F filing for Q3 2020, filed 16 Nov 2020.