WIM
SH icon

Westside Investment Management’s ProShares Short S&P500 SH Stock Holding History

Westside Investment Management’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
2018
Q3 		– Sell
-288
Closed -$33.6K – 807
2018
Q2 		$33.6K Hold
288
– – 0.01% 330
2018
Q1 		$35.6K Hold
288
– – 0.02% 308
2017
Q4 		$33.8K Hold
288
– – 0.02% 322
2017
Q3 		$36.6K Hold
288
– – 0.02% 300
2017
Q2 		$38.4K Hold
288
– – 0.03% 286
2017
Q1 		$39.8K Buy
+288
New +$40.5K 0.02% 276

Other funds holding SH

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
LG
Leuthold Group Minneapolis, Minnesota $995M AUM 44.2% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BCP
Berkeley Capital Partners Milton, Georgia $486M AUM 24.56% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
TC
Telemus Capital Southfield, Michigan $1.21B AUM 23.28% 1-Year Est. Return
IC
InterOcean Capital Chicago, Illinois $1.32B AUM 8.47% 1-Year Est. Return

Westside Investment Management's SH Position: Q3 2018 in Review

Westside Investment Management sold out of ProShares Short S&P500 (SH) in Q3 2018, closing a stake of 288 shares — an estimated $33.6K sold.

Westside Investment Management first reported a position in SH in Q1 2017 and held it in 6 quarters. The position peaked at $39.8K in Q1 2017. 103 funds tracked by Wall St. Rank hold SH as of Q3 2018.

  • Westside Investment Management reported no remaining ProShares Short S&P500 position as of Q3 2018 after selling out during the quarter.
  • Westside Investment Management sold 288 ProShares Short S&P500 shares in Q3 2018, an estimated $33.6K.
  • Westside Investment Management first reported a position in ProShares Short S&P500 in Q1 2017 and held it in 6 quarters.
  • Westside Investment Management's ProShares Short S&P500 position peaked at $39.8K in Q1 2017.
  • 103 funds tracked by Wall St. Rank held ProShares Short S&P500 as of Q3 2018.

Based on Westside Investment Management's 13F filing for Q3 2018, filed 8 Nov 2018.