Winch Advisory Services’s ProShares UltraShort S&P500 SDS Stock Holding History

Winch Advisory Services’s Portfolio SDS Stock Details SDS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q1	–	Sell	-1	Closed	-$1K	–	309
2016 Q4	$1K	Hold	1	–	–	﹤0.01%	249
2016 Q3	$1K	Sell	1 -243	-100%	-$405K	﹤0.01%	258
2016 Q2	$434K	Buy	+244	New	+$451K	0.53%	27
2016 Q1	–	Sell	-666	Closed	-$1.33M	–	271
2015 Q4	$1.33M	Buy	+666	New	+$1.34M	1.5%	15

Other funds holding SDS

Meditor Group Hamilton, Bermuda $48.1M AUM 38.67% 1-Year Est. Return

Southport Management Wilson, Wyoming $28.6M AUM 41.61% 1-Year Est. Return

PSW

Portfolio Strategies (Washington) Tacoma, Washington $50.1M AUM 11.94% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bollard Group Boston, Massachusetts $3.29B AUM 4.86% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return

Raffles Associates New York $117M AUM 22.1% 1-Year Est. Return

CCG

Chatham Capital Group Savannah, Georgia $783M AUM 31.99% 1-Year Est. Return

Winch Advisory Services's SDS Position: Q1 2017 in Review

Winch Advisory Services sold out of ProShares UltraShort S&P500 (SDS) in Q1 2017, closing a stake of 1 share — an estimated $1K sold.

Winch Advisory Services first reported a position in SDS in Q4 2015 and held it in 4 quarters. The position peaked at $1.33M in Q4 2015. 80 funds tracked by Wall St. Rank hold SDS as of Q1 2017.

Winch Advisory Services reported no remaining ProShares UltraShort S&P500 position as of Q1 2017 after selling out during the quarter.
Winch Advisory Services sold 1 ProShares UltraShort S&P500 share in Q1 2017, an estimated $1K.
Winch Advisory Services first reported a position in ProShares UltraShort S&P500 in Q4 2015 and held it in 4 quarters.
Winch Advisory Services's ProShares UltraShort S&P500 position peaked at $1.33M in Q4 2015.
80 funds tracked by Wall St. Rank held ProShares UltraShort S&P500 as of Q1 2017.

Based on Winch Advisory Services's 13F filing for Q1 2017, filed 1 May 2017.