Boston Private Bank & Trust’s ProShares Trust UltraShort Lehman 20+ Year Treasury TBT Stock Holding History

Boston Private Bank & Trust’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
2013 Q4	–	Sell	-1,200	Closed	-$90K	–	1086
2013 Q3	$90K	Hold	1,200	–	–	0.01%	486
2013 Q2	$87K	Buy	+1,200	New	+$78.2K	0.01%	474

Other funds holding TBT

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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

FWP

FAS Wealth Partners Leawood, Kansas $1.61B AUM 19.97% 1-Year Est. Return

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

BOTW

Bank of the West Monterey Park, California $851M AUM 15.39% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

AAP

Ardsley Advisory Partners Stamford, Connecticut $960M AUM 207.76% 1-Year Est. Return

CCM

Cobalt Capital Management Short Hills, New Jersey $179M AUM 42.31% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Boston Private Bank & Trust's TBT Position: Q4 2013 in Review

Boston Private Bank & Trust sold out of ProShares Trust UltraShort Lehman 20+ Year Treasury (TBT) in Q4 2013, closing a stake of 1,200 shares — an estimated $90K sold.

Boston Private Bank & Trust first reported a position in TBT in Q2 2013 and held it in 2 quarters. The position peaked at $90K in Q3 2013. 168 funds tracked by Wall St. Rank hold TBT as of Q4 2013.

Boston Private Bank & Trust reported no remaining ProShares Trust UltraShort Lehman 20+ Year Treasury position as of Q4 2013 after selling out during the quarter.
Boston Private Bank & Trust sold 1,200 ProShares Trust UltraShort Lehman 20+ Year Treasury shares in Q4 2013, an estimated $90K.
Boston Private Bank & Trust first reported a position in ProShares Trust UltraShort Lehman 20+ Year Treasury in Q2 2013 and held it in 2 quarters.
Boston Private Bank & Trust's ProShares Trust UltraShort Lehman 20+ Year Treasury position peaked at $90K in Q3 2013.
168 funds tracked by Wall St. Rank held ProShares Trust UltraShort Lehman 20+ Year Treasury as of Q4 2013.

Based on Boston Private Bank & Trust's 13F filing for Q4 2013, filed 14 Jan 2014.