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Atria Investments’s ProShares Short 7-10 Year Treasury TBX Stock Holding History

Atria Investments’s Portfolio TBX Stock Details TBX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-98,497
Closed -$3.34M – 465
2013
Q4 		$3.34M Sell
98,497
-2,197
-2% -$73.1K 0.33% 51
2013
Q3 		$3.34M Buy
+100,694
New +$3.39M 0.35% 51

Other funds holding TBX

MDSL
M.D. Sass LLC New York $1.53B AUM 30.78% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
CCM
Cutler Capital Management Worcester, Massachusetts $385M AUM 19.11% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
MC
Mathes Company New York $322M AUM 37.57% 1-Year Est. Return
BPC
Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return
BCM
Bluefin Capital Management New York $399M AUM 24.96% 1-Year Est. Return

Atria Investments's TBX Position: Q1 2014 in Review

Atria Investments sold out of ProShares Short 7-10 Year Treasury (TBX) in Q1 2014, closing a stake of 98,497 shares — an estimated $3.34M sold.

Atria Investments first reported a position in TBX in Q3 2013 and held it in 2 quarters. The position peaked at $3.34M in Q4 2013. 16 funds tracked by Wall St. Rank hold TBX as of Q1 2014.

  • Atria Investments reported no remaining ProShares Short 7-10 Year Treasury position as of Q1 2014 after selling out during the quarter.
  • Atria Investments sold 98,497 ProShares Short 7-10 Year Treasury shares in Q1 2014, an estimated $3.34M.
  • Atria Investments first reported a position in ProShares Short 7-10 Year Treasury in Q3 2013 and held it in 2 quarters.
  • Atria Investments's ProShares Short 7-10 Year Treasury position peaked at $3.34M in Q4 2013.
  • 16 funds tracked by Wall St. Rank held ProShares Short 7-10 Year Treasury as of Q1 2014.

Based on Atria Investments's 13F filing for Q1 2014, filed 12 May 2014.