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

M.D. Sass LLC New York $1.32B AUM 16.01% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Susquehanna International Group

Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return

First Trust Advisors

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Cutler Capital Management Worcester, Massachusetts $362M AUM 15.34% 1-Year Est. Return

Fifth Third Bancorp

Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Mathes Company New York $274M AUM 33.72% 1-Year Est. Return

Banque Pictet & Cie Geneva 73, Switzerland $8.63B AUM 20.68% 1-Year Est. Return

Bluefin Capital Management New York $103M AUM 18.47% 1-Year Est. Return