Affinity Wealth Management’s ProShares Short 20+ Year Treasury ETF TBF Stock Holding History

Affinity Wealth Management’s Portfolio TBF Stock Details TBF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2013 Q3	$8.42M	Buy	+262,912	New	+$8.53M	3.66%	11

Other funds holding TBF

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

MFW

Meristem Family Wealth Minnetonka, Minnesota $925M AUM 14.15% 1-Year Est. Return

WIM

Weitz Investment Management Omaha, Nebraska $1.43B AUM 0.51% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

BSWMG

Barrington Strategic Wealth Management Group Chicago, Illinois $198M AUM 10.24% 1-Year Est. Return

Affinity Wealth Management's TBF Position: Q3 2013 in Review

Affinity Wealth Management opened a new position in ProShares Short 20+ Year Treasury ETF (TBF) in Q3 2013: 262,912 shares worth $8.42M. The stake represents 3.66% of the portfolio and ranks #11 among its holdings.

91 funds tracked by Wall St. Rank hold TBF as of Q3 2013.

Affinity Wealth Management held 262,912 shares of ProShares Short 20+ Year Treasury ETF worth $8.42M as of Q3 2013.
ProShares Short 20+ Year Treasury ETF was a new Affinity Wealth Management position in Q3 2013.
ProShares Short 20+ Year Treasury ETF made up 3.66% of Affinity Wealth Management's portfolio in Q3 2013, its #11 holding.
91 funds tracked by Wall St. Rank held ProShares Short 20+ Year Treasury ETF as of Q3 2013.

Based on Affinity Wealth Management's 13F filing for Q3 2013, filed 31 Oct 2013.