Avantax Planning Partners’s ProShares Trust UltraShort Lehman 7-10 Year Treasury PST Stock Holding History

Avantax Planning Partners’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
2018 Q4	–	Sell	-230	Closed	-$5K	–	974
2018 Q3	$5K	Buy	+230	New	+$5.28K	﹤0.01%	1108
2018 Q2	–	Sell	-230	Closed	-$5K	–	1166
2018 Q1	$5K	Buy	+230	New	+$5.22K	﹤0.01%	1344

Other funds holding PST

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

LFA

Legend Financial Advisors Pittsburgh, Pennsylvania $176M AUM 57.06% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

SCM

Southport Capital Management Chattanooga, Tennessee $274M AUM 28.84% 1-Year Est. Return

IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return

FIM

Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

BUB

BBVA USA Bancshares Houston, Texas $2.1B AUM 62.57% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

GCM

Gunderson Capital Management Mt. Pleasant, South Carolina $370M AUM 211.56% 1-Year Est. Return

Avantax Planning Partners's PST Position: Q4 2018 in Review

Avantax Planning Partners sold out of ProShares Trust UltraShort Lehman 7-10 Year Treasury (PST) in Q4 2018, closing a stake of 230 shares — an estimated $5K sold.

Avantax Planning Partners first reported a position in PST in Q1 2018 and held it in 2 quarters. The position peaked at $5K in Q3 2018. 25 funds tracked by Wall St. Rank hold PST as of Q4 2018.

Avantax Planning Partners reported no remaining ProShares Trust UltraShort Lehman 7-10 Year Treasury position as of Q4 2018 after selling out during the quarter.
Avantax Planning Partners sold 230 ProShares Trust UltraShort Lehman 7-10 Year Treasury shares in Q4 2018, an estimated $5K.
Avantax Planning Partners first reported a position in ProShares Trust UltraShort Lehman 7-10 Year Treasury in Q1 2018 and held it in 2 quarters.
Avantax Planning Partners's ProShares Trust UltraShort Lehman 7-10 Year Treasury position peaked at $5K in Q3 2018.
25 funds tracked by Wall St. Rank held ProShares Trust UltraShort Lehman 7-10 Year Treasury as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.