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Annex Advisory Services’s ProShares Ultra 7-10 Year Treasury UST Stock Holding History

Annex Advisory Services’s Portfolio UST Stock Details UST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-6,091
Closed -$316K – 103
2013
Q3 		$316K Buy
+6,091
New +$310K 0.15% 69

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VKH
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Jane Street
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U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
CA
CapWealth Advisors Franklin, Tennessee $1.35B AUM 34.16% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Creative Planning
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Annex Advisory Services's UST Position: Q4 2013 in Review

Annex Advisory Services sold out of ProShares Ultra 7-10 Year Treasury (UST) in Q4 2013, closing a stake of 6,091 shares — an estimated $316K sold.

Annex Advisory Services first reported a position in UST in Q3 2013 and held it in 1 quarter. The position peaked at $316K in Q3 2013. 12 funds tracked by Wall St. Rank hold UST as of Q4 2013.

  • Annex Advisory Services reported no remaining ProShares Ultra 7-10 Year Treasury position as of Q4 2013 after selling out during the quarter.
  • Annex Advisory Services sold 6,091 ProShares Ultra 7-10 Year Treasury shares in Q4 2013, an estimated $316K.
  • Annex Advisory Services first reported a position in ProShares Ultra 7-10 Year Treasury in Q3 2013 and held it in 1 quarter.
  • Annex Advisory Services's ProShares Ultra 7-10 Year Treasury position peaked at $316K in Q3 2013.
  • 12 funds tracked by Wall St. Rank held ProShares Ultra 7-10 Year Treasury as of Q4 2013.

Based on Annex Advisory Services's 13F filing for Q4 2013, filed 12 Feb 2014.