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Baldwin Wealth Partners’s ProShares Trust UltraShort Lehman 20+ Year Treasury TBT Stock Holding History

Baldwin Wealth 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
2017
Q4 		– Sell
-6,000
Closed -$213K – 501
2017
Q3 		$213K Hold
6,000
– – 0.03% 185
2017
Q2 		$215K Hold
6,000
– – 0.03% 182
2017
Q1 		$235K Hold
6,000
– – 0.04% 176
2016
Q4 		$245K Buy
+6,000
New +$227K 0.04% 167

Other funds holding TBT

NSLI
Nan Shan Life Insurance Taipei City, Taiwan $2.76B AUM 6.75% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
CCM
Cobalt Capital Management Short Hills, New Jersey $179M AUM 42.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MVP
Miller Value Partners Sarasota, Florida $383M AUM 38.57% 1-Year Est. Return
QFA
Quattro Financial Advisors The Woodlands, Texas $468M AUM 13.49% 1-Year Est. Return
TAM
Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return
PSCM
Prince Street Capital Management New York $40.3M AUM 0.66% 1-Year Est. Return
TB
Terril Brothers St. Louis, Missouri $366M AUM 29.25% 1-Year Est. Return
Wolverine Trading
Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return

Baldwin Wealth Partners's TBT Position: Q4 2017 in Review

Baldwin Wealth Partners sold out of ProShares Trust UltraShort Lehman 20+ Year Treasury (TBT) in Q4 2017, closing a stake of 6,000 shares — an estimated $213K sold.

Baldwin Wealth Partners first reported a position in TBT in Q4 2016 and held it in 4 quarters. The position peaked at $245K in Q4 2016. 143 funds tracked by Wall St. Rank hold TBT as of Q4 2017.

  • Baldwin Wealth Partners reported no remaining ProShares Trust UltraShort Lehman 20+ Year Treasury position as of Q4 2017 after selling out during the quarter.
  • Baldwin Wealth Partners sold 6,000 ProShares Trust UltraShort Lehman 20+ Year Treasury shares in Q4 2017, an estimated $213K.
  • Baldwin Wealth Partners first reported a position in ProShares Trust UltraShort Lehman 20+ Year Treasury in Q4 2016 and held it in 4 quarters.
  • Baldwin Wealth Partners's ProShares Trust UltraShort Lehman 20+ Year Treasury position peaked at $245K in Q4 2016.
  • 143 funds tracked by Wall St. Rank held ProShares Trust UltraShort Lehman 20+ Year Treasury as of Q4 2017.

Based on Baldwin Wealth Partners's 13F filing for Q4 2017, filed 24 Jan 2018.