WA
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Wealthstar Advisors’s ProShares Short S&P500 SH Stock Holding History

Wealthstar 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
Q1 		– Sell
-3,198
Closed -$401K – 63
2018
Q4 		$401K Buy
+3,198
New +$377K 0.3% 28

Other funds holding SH

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BFIC
Bedell Frazier Investment Counselling Walnut Creek, California $495M AUM 29.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
SCI
Stableford Capital II Scottsdale, Arizona $289M AUM 20.84% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
HWA
HCR Wealth Advisors Los Angeles, California $1.12B AUM 33.13% 1-Year Est. Return
NC
Naman Capital Sao Paulo, Brazil $360M AUM 27.43% 1-Year Est. Return

Wealthstar Advisors's SH Position: Q1 2019 in Review

Wealthstar Advisors sold out of ProShares Short S&P500 (SH) in Q1 2019, closing a stake of 3,198 shares — an estimated $401K sold.

Wealthstar Advisors first reported a position in SH in Q4 2018 and held it in 1 quarter. The position peaked at $401K in Q4 2018. 141 funds tracked by Wall St. Rank hold SH as of Q1 2019.

  • Wealthstar Advisors reported no remaining ProShares Short S&P500 position as of Q1 2019 after selling out during the quarter.
  • Wealthstar Advisors sold 3,198 ProShares Short S&P500 shares in Q1 2019, an estimated $401K.
  • Wealthstar Advisors first reported a position in ProShares Short S&P500 in Q4 2018 and held it in 1 quarter.
  • Wealthstar Advisors's ProShares Short S&P500 position peaked at $401K in Q4 2018.
  • 141 funds tracked by Wall St. Rank held ProShares Short S&P500 as of Q1 2019.

Based on Wealthstar Advisors's 13F filing for Q1 2019, filed 3 May 2019.