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Atria Investments’s ProShares Trust UltraShort Lehman 7-10 Year Treasury PST Stock Holding History

Atria Investments’s Portfolio PST Stock Details PST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-26,611
Closed -$778K – 462
2013
Q3 		$778K Buy
26,611
+823
+3% +$24.7K 0.08% 211
2013
Q2 		$761K Buy
+25,788
New +$710K 0.09% 129

Other funds holding PST

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
VKH
Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
CAM
Carret Asset Management New York $1.02B AUM 26.95% 1-Year Est. Return
BUB
BBVA USA Bancshares Houston, Texas $2.1B AUM 62.57% 1-Year Est. Return
BCM
Bluefin Capital Management New York $156M AUM 18.47% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Atria Investments's PST Position: Q4 2013 in Review

Atria Investments sold out of ProShares Trust UltraShort Lehman 7-10 Year Treasury (PST) in Q4 2013, closing a stake of 26,611 shares — an estimated $778K sold.

Atria Investments first reported a position in PST in Q2 2013 and held it in 2 quarters. The position peaked at $778K in Q3 2013. 32 funds tracked by Wall St. Rank hold PST as of Q4 2013.

  • Atria Investments reported no remaining ProShares Trust UltraShort Lehman 7-10 Year Treasury position as of Q4 2013 after selling out during the quarter.
  • Atria Investments sold 26,611 ProShares Trust UltraShort Lehman 7-10 Year Treasury shares in Q4 2013, an estimated $778K.
  • Atria Investments first reported a position in ProShares Trust UltraShort Lehman 7-10 Year Treasury in Q2 2013 and held it in 2 quarters.
  • Atria Investments's ProShares Trust UltraShort Lehman 7-10 Year Treasury position peaked at $778K in Q3 2013.
  • 32 funds tracked by Wall St. Rank held ProShares Trust UltraShort Lehman 7-10 Year Treasury as of Q4 2013.

Based on Atria Investments's 13F filing for Q4 2013, filed 9 Jan 2014.