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Wealthspire Advisors (Maryland)’s ProShares Short S&P500 SH Stock Holding History

Wealthspire Advisors (Maryland)’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
2016
Q3 		– Sell
-318
Closed -$50K – 1798
2016
Q2 		$50K Buy
+318
New +$51.3K 0.01% 733

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LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CHA
Cedar Hill Associates Chicago, Illinois $261M AUM 7.91% 1-Year Est. Return
SGAM
Steinberg Global Asset Management Boca Raton, Florida $639M AUM 11.04% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s SH Position: Q3 2016 in Review

Wealthspire Advisors (Maryland) sold out of ProShares Short S&P500 (SH) in Q3 2016, closing a stake of 318 shares — an estimated $50K sold.

Wealthspire Advisors (Maryland) first reported a position in SH in Q2 2016 and held it in 1 quarter. The position peaked at $50K in Q2 2016. 146 funds tracked by Wall St. Rank hold SH as of Q3 2016.

  • Wealthspire Advisors (Maryland) reported no remaining ProShares Short S&P500 position as of Q3 2016 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 318 ProShares Short S&P500 shares in Q3 2016, an estimated $50K.
  • Wealthspire Advisors (Maryland) first reported a position in ProShares Short S&P500 in Q2 2016 and held it in 1 quarter.
  • Wealthspire Advisors (Maryland)'s ProShares Short S&P500 position peaked at $50K in Q2 2016.
  • 146 funds tracked by Wall St. Rank held ProShares Short S&P500 as of Q3 2016.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2016, filed 4 Nov 2016.