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Atwood & Palmer’s ProShares Trust UltraShort Lehman 20+ Year Treasury TBT Stock Holding History

Atwood & Palmer’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
2014
Q4 		– Sell
-87
Closed -$5K – 405
2014
Q3 		$5K Hold
87
– – ﹤0.01% 347
2014
Q2 		$5K Buy
+87
New +$5.54K ﹤0.01% 297

Other funds holding TBT

NSLI
Nan Shan Life Insurance Taipei City, Taiwan $2.76B AUM 6.75% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
IWC
Integrated Wealth Counsel Carmel, California $46.5M AUM 7.34% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
PAM
PVG Asset Management Golden, Colorado $173M AUM 64.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
TAM
Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Atwood & Palmer's TBT Position: Q4 2014 in Review

Atwood & Palmer sold out of ProShares Trust UltraShort Lehman 20+ Year Treasury (TBT) in Q4 2014, closing a stake of 87 shares — an estimated $5K sold.

Atwood & Palmer first reported a position in TBT in Q2 2014 and held it in 2 quarters. The position peaked at $5K in Q3 2014. 153 funds tracked by Wall St. Rank hold TBT as of Q4 2014.

  • Atwood & Palmer reported no remaining ProShares Trust UltraShort Lehman 20+ Year Treasury position as of Q4 2014 after selling out during the quarter.
  • Atwood & Palmer sold 87 ProShares Trust UltraShort Lehman 20+ Year Treasury shares in Q4 2014, an estimated $5K.
  • Atwood & Palmer first reported a position in ProShares Trust UltraShort Lehman 20+ Year Treasury in Q2 2014 and held it in 2 quarters.
  • Atwood & Palmer's ProShares Trust UltraShort Lehman 20+ Year Treasury position peaked at $5K in Q3 2014.
  • 153 funds tracked by Wall St. Rank held ProShares Trust UltraShort Lehman 20+ Year Treasury as of Q4 2014.

Based on Atwood & Palmer's 13F filing for Q4 2014, filed 17 Feb 2015.