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Ausdal Financial Partners’s ProShares Trust UltraShort Lehman 20+ Year Treasury TBT Stock Holding History

Ausdal Financial Partners’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
2018
Q3 		– Sell
-8,625
Closed -$310K – 441
2018
Q2 		$310K Sell
8,625
-2,806
-25% -$105K 0.1% 270
2018
Q1 		$415K Buy
11,431
+3,745
+49% +$139K 0.14% 201
2017
Q4 		$260K Sell
7,686
-21
-0.3% -$732 0.09% 284
2017
Q3 		$274K Buy
7,707
+387
+5% +$13.7K 0.11% 246
2017
Q2 		$263K Buy
7,320
+344
+5% +$12.7K 0.11% 237
2017
Q1 		$273K Sell
6,976
-4,435
-39% -$177K 0.12% 208
2016
Q4 		$466K Sell
11,411
-9,512
-45% -$359K 0.22% 119
2016
Q3 		$661K Buy
+20,923
New +$655K 0.33% 86
2016
Q1 		– Sell
-1,962
Closed -$86K – 929
2015
Q4 		$86K Buy
+1,962
New +$86.2K 0.04% 338

Other funds holding TBT

BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return
BFIC
Bedell Frazier Investment Counselling Walnut Creek, California $495M AUM 29.32% 1-Year Est. Return
KC
Kingfisher Capital Charlotte, North Carolina $437M AUM 41.72% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return
VAM
Verity Asset Management Durham, North Carolina $238M AUM 24.8% 1-Year Est. Return

Ausdal Financial Partners's TBT Position: Q3 2018 in Review

Ausdal Financial Partners sold out of ProShares Trust UltraShort Lehman 20+ Year Treasury (TBT) in Q3 2018, closing a stake of 8,625 shares — an estimated $310K sold.

Ausdal Financial Partners first reported a position in TBT in Q4 2015 and held it in 9 quarters. The position peaked at $661K in Q3 2016. 112 funds tracked by Wall St. Rank hold TBT as of Q3 2018.

  • Ausdal Financial Partners reported no remaining ProShares Trust UltraShort Lehman 20+ Year Treasury position as of Q3 2018 after selling out during the quarter.
  • Ausdal Financial Partners sold 8,625 ProShares Trust UltraShort Lehman 20+ Year Treasury shares in Q3 2018, an estimated $310K.
  • Ausdal Financial Partners first reported a position in ProShares Trust UltraShort Lehman 20+ Year Treasury in Q4 2015 and held it in 9 quarters.
  • Ausdal Financial Partners's ProShares Trust UltraShort Lehman 20+ Year Treasury position peaked at $661K in Q3 2016.
  • 112 funds tracked by Wall St. Rank held ProShares Trust UltraShort Lehman 20+ Year Treasury as of Q3 2018.

Based on Ausdal Financial Partners's 13F filing for Q3 2018, filed 9 Nov 2018.