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Wilbanks Smith & Thomas Asset Management’s ProShares Short S&P500 SH Stock Holding History

Wilbanks Smith & Thomas Asset 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
2016
Q4 		– Sell
-1,918
Closed -$292K – 328
2016
Q3 		$292K Buy
1,918
+231
+14% +$35.4K 0.03% 224
2016
Q2 		$268K Buy
+1,687
New +$272K 0.03% 232

Other funds holding SH

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PAM
PVG Asset Management Golden, Colorado $173M AUM 64.51% 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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
VF
Virtu Financial New York $3.18B AUM 65.92% 1-Year Est. Return
SGAM
Steinberg Global Asset Management Boca Raton, Florida $639M AUM 11.04% 1-Year Est. Return
CHA
Cedar Hill Associates Chicago, Illinois $261M AUM 7.91% 1-Year Est. Return
BG
Bollard Group Boston, Massachusetts $3.29B AUM 4.86% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Wilbanks Smith & Thomas Asset Management's SH Position: Q4 2016 in Review

Wilbanks Smith & Thomas Asset Management sold out of ProShares Short S&P500 (SH) in Q4 2016, closing a stake of 1,918 shares — an estimated $292K sold.

Wilbanks Smith & Thomas Asset Management first reported a position in SH in Q2 2016 and held it in 2 quarters. The position peaked at $292K in Q3 2016. 120 funds tracked by Wall St. Rank hold SH as of Q4 2016.

  • Wilbanks Smith & Thomas Asset Management reported no remaining ProShares Short S&P500 position as of Q4 2016 after selling out during the quarter.
  • Wilbanks Smith & Thomas Asset Management sold 1,918 ProShares Short S&P500 shares in Q4 2016, an estimated $292K.
  • Wilbanks Smith & Thomas Asset Management first reported a position in ProShares Short S&P500 in Q2 2016 and held it in 2 quarters.
  • Wilbanks Smith & Thomas Asset Management's ProShares Short S&P500 position peaked at $292K in Q3 2016.
  • 120 funds tracked by Wall St. Rank held ProShares Short S&P500 as of Q4 2016.

Based on Wilbanks Smith & Thomas Asset Management's 13F filing for Q4 2016, filed 26 Jan 2017.