AA
TBF icon

Apriem Advisors’s ProShares Short 20+ Year Treasury ETF TBF Stock Holding History

Apriem Advisors’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
2015
Q4 		– Sell
-200
Closed -$5K – 566
2015
Q3 		$5K Buy
+200
New +$5.03K ﹤0.01% 416
2014
Q1 		– Sell
-200
Closed -$7K – 521
2013
Q4 		$7K Hold
200
– – ﹤0.01% 391
2013
Q3 		$6K Hold
200
– – ﹤0.01% 393
2013
Q2 		$6K Buy
+200
New +$5.95K ﹤0.01% 368

Other funds holding TBF

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JG
Jefferies Group New York $12B AUM 6.2% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
TPW
Tiller Private Wealth Bethlehem, Pennsylvania $281M AUM 16.29% 1-Year Est. Return
BSWMG
Barrington Strategic Wealth Management Group Chicago, Illinois $198M AUM 10.24% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Apriem Advisors's TBF Position: Q4 2015 in Review

Apriem Advisors sold out of ProShares Short 20+ Year Treasury ETF (TBF) in Q4 2015, closing a stake of 200 shares — an estimated $5K sold.

Apriem Advisors first reported a position in TBF in Q2 2013 and held it in 4 quarters. The position peaked at $7K in Q4 2013. 76 funds tracked by Wall St. Rank hold TBF as of Q4 2015.

  • Apriem Advisors reported no remaining ProShares Short 20+ Year Treasury ETF position as of Q4 2015 after selling out during the quarter.
  • Apriem Advisors sold 200 ProShares Short 20+ Year Treasury ETF shares in Q4 2015, an estimated $5K.
  • Apriem Advisors first reported a position in ProShares Short 20+ Year Treasury ETF in Q2 2013 and held it in 4 quarters.
  • Apriem Advisors's ProShares Short 20+ Year Treasury ETF position peaked at $7K in Q4 2013.
  • 76 funds tracked by Wall St. Rank held ProShares Short 20+ Year Treasury ETF as of Q4 2015.

Based on Apriem Advisors's 13F filing for Q4 2015, filed 9 Feb 2016.