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Atria Investments’s ProShares Trust UltraShort Lehman 20+ Year Treasury TBT Stock Holding History

Atria Investments’s Portfolio TBT Stock Details TBT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-13,162
Closed -$991K – 466
2013
Q3 		$991K Buy
13,162
+3,394
+35% +$262K 0.1% 158
2013
Q2 		$707K Buy
+9,768
New +$637K 0.09% 140

Other funds holding TBT

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.61B AUM 19.97% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BOTW
Bank of the West Monterey Park, California $851M AUM 15.39% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
AAP
Ardsley Advisory Partners Stamford, Connecticut $960M AUM 207.76% 1-Year Est. Return
CCM
Cobalt Capital Management Short Hills, New Jersey $179M AUM 42.31% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Atria Investments's TBT Position: Q4 2013 in Review

Atria Investments sold out of ProShares Trust UltraShort Lehman 20+ Year Treasury (TBT) in Q4 2013, closing a stake of 13,162 shares — an estimated $991K sold.

Atria Investments first reported a position in TBT in Q2 2013 and held it in 2 quarters. The position peaked at $991K in Q3 2013. 168 funds tracked by Wall St. Rank hold TBT as of Q4 2013.

  • Atria Investments reported no remaining ProShares Trust UltraShort Lehman 20+ Year Treasury position as of Q4 2013 after selling out during the quarter.
  • Atria Investments sold 13,162 ProShares Trust UltraShort Lehman 20+ Year Treasury shares in Q4 2013, an estimated $991K.
  • Atria Investments first reported a position in ProShares Trust UltraShort Lehman 20+ Year Treasury in Q2 2013 and held it in 2 quarters.
  • Atria Investments's ProShares Trust UltraShort Lehman 20+ Year Treasury position peaked at $991K in Q3 2013.
  • 168 funds tracked by Wall St. Rank held ProShares Trust UltraShort Lehman 20+ Year Treasury as of Q4 2013.

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