Aviance Capital Management’s ProShares Short 7-10 Year Treasury TBX Stock Holding History

Aviance Capital Management’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
2019 Q1	$7.87M	Sell	283,137 -303,796	-52%	-$8.62M	1.18%	27
2018 Q4	$16.7M	Buy	586,933 +583,909	+19,309%	+$17.1M	2.35%	7
2018 Q3	$89K	Sell	3,024 -1,343,302	-100%	-$39.2M	0.01%	169
2018 Q2	$39.2M	Buy	1,346,326 +725,451	+117%	+$21.2M	3.27%	6
2018 Q1	$17.9M	Buy	+620,875	New	+$18M	1.38%	17

Other funds holding TBX

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

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

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

SFA

Semmax Financial Advisors Winston Salem, North Carolina $388M AUM 14.23% 1-Year Est. Return

HPC

Hobart Private Capital Charlotte, North Carolina $583M AUM 21.67% 1-Year Est. Return

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

Aviance Capital Management's TBX Position: Q1 2019 in Review

Aviance Capital Management reduced its ProShares Short 7-10 Year Treasury (TBX) stake by 52% in Q1 2019, selling an estimated $8.62M and leaving 283,137 shares worth $7.87M. The position accounts for 1.18% of the portfolio, ranked #27.

Aviance Capital Management first reported a position in TBX in Q1 2018 and has held it in 5 quarters since. The position peaked at $39.2M in Q2 2018. 22 funds tracked by Wall St. Rank hold TBX as of Q1 2019.

Aviance Capital Management held 283,137 shares of ProShares Short 7-10 Year Treasury worth $7.87M as of Q1 2019.
Aviance Capital Management sold 303,796 ProShares Short 7-10 Year Treasury shares in Q1 2019, an estimated $8.62M.
ProShares Short 7-10 Year Treasury made up 1.18% of Aviance Capital Management's portfolio in Q1 2019, its #27 holding.
Aviance Capital Management first reported a position in ProShares Short 7-10 Year Treasury in Q1 2018 and has held it in 5 quarters since.
Aviance Capital Management's ProShares Short 7-10 Year Treasury position peaked at $39.2M in Q2 2018.
22 funds tracked by Wall St. Rank held ProShares Short 7-10 Year Treasury as of Q1 2019.

Based on Aviance Capital Management's 13F filing for Q1 2019, filed 15 May 2019.