Atwood & Palmer’s ProShares Trust UltraShort Lehman 7-10 Year Treasury PST Stock Holding History

Atwood & Palmer’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
2020 Q1	–	Sell	-6,314	Closed	-$120K	–	321
2019 Q4	$120K	Hold	6,314	–	–	0.02%	148
2019 Q3	$117K	Hold	6,314	–	–	0.02%	154
2019 Q2	$123K	Hold	6,314	–	–	0.02%	144
2019 Q1	$131K	Hold	6,314	–	–	0.02%	142
2018 Q4	$138K	Hold	6,314	–	–	0.02%	135
2018 Q3	$147K	Sell	6,314 -400	-6%	-$9.18K	0.02%	137
2018 Q2	$153K	Hold	6,714	–	–	0.02%	136
2018 Q1	$152K	Hold	6,714	–	–	0.02%	135
2017 Q4	$145K	Buy	+6,714	New	+$144K	0.02%	139

Other funds holding PST

Cumberland Advisors Sarasota, Florida $284M AUM 27.11% 1-Year Est. Return

Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Atwood & Palmer's PST Position: Q1 2020 in Review

Atwood & Palmer sold out of ProShares Trust UltraShort Lehman 7-10 Year Treasury (PST) in Q1 2020, closing a stake of 6,314 shares — an estimated $120K sold.

Atwood & Palmer first reported a position in PST in Q4 2017 and held it in 9 quarters. The position peaked at $153K in Q2 2018. 8 funds tracked by Wall St. Rank hold PST as of Q1 2020.

Atwood & Palmer reported no remaining ProShares Trust UltraShort Lehman 7-10 Year Treasury position as of Q1 2020 after selling out during the quarter.
Atwood & Palmer sold 6,314 ProShares Trust UltraShort Lehman 7-10 Year Treasury shares in Q1 2020, an estimated $120K.
Atwood & Palmer first reported a position in ProShares Trust UltraShort Lehman 7-10 Year Treasury in Q4 2017 and held it in 9 quarters.
Atwood & Palmer's ProShares Trust UltraShort Lehman 7-10 Year Treasury position peaked at $153K in Q2 2018.
8 funds tracked by Wall St. Rank held ProShares Trust UltraShort Lehman 7-10 Year Treasury as of Q1 2020.

Based on Atwood & Palmer's 13F filing for Q1 2020, filed 20 Apr 2020.