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

WFG 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
2016
Q2 		– Sell
-27
Closed -$4K – 1680
2016
Q1 		$4K Hold
27
– – ﹤0.01% 1246
2015
Q4 		$5K Sell
27
-18
-40% -$3.01K ﹤0.01% 1238
2015
Q3 		$8K Buy
+45
New +$7.76K ﹤0.01% 1156
2015
Q1 		– Sell
-63
Closed -$11K – 2044
2014
Q4 		$11K Sell
63
-536
-89% -$96.4K ﹤0.01% 1430
2014
Q3 		$110K Buy
+599
New +$111K 0.02% 631
2014
Q2 		– Sell
-151
Closed -$30K – 2061
2014
Q1 		$30K Sell
151
-3,717
-96% -$753K 0.01% 1098
2013
Q4 		$781K Sell
3,868
-4,084
-51% -$866K 0.11% 212
2013
Q3 		$1.78M Buy
7,952
+7,470
+1,550% +$1.69M 0.28% 81
2013
Q2 		$114K Buy
+482
New +$115K 0.02% 619

Other funds holding SH

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
VKH
Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return
CHA
Cedar Hill Associates Chicago, Illinois $261M AUM 7.91% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
SG
Societe Generale $14.1B AUM
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

WFG Advisors's SH Position: Q2 2016 in Review

WFG Advisors sold out of ProShares Short S&P500 (SH) in Q2 2016, closing a stake of 27 shares — an estimated $4K sold.

WFG Advisors first reported a position in SH in Q2 2013 and held it in 9 quarters. The position peaked at $1.78M in Q3 2013. 139 funds tracked by Wall St. Rank hold SH as of Q2 2016.

  • WFG Advisors reported no remaining ProShares Short S&P500 position as of Q2 2016 after selling out during the quarter.
  • WFG Advisors sold 27 ProShares Short S&P500 shares in Q2 2016, an estimated $4K.
  • WFG Advisors first reported a position in ProShares Short S&P500 in Q2 2013 and held it in 9 quarters.
  • WFG Advisors's ProShares Short S&P500 position peaked at $1.78M in Q3 2013.
  • 139 funds tracked by Wall St. Rank held ProShares Short S&P500 as of Q2 2016.

Based on WFG Advisors's 13F filing for Q2 2016, filed 11 Aug 2016.