WSTAM
SH icon

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 $1.66T AUM 25.57% 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 $501B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 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 $3.27B AUM 1.06% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return