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Cetera Investment Management’s ProShares Short 20+ Year Treasury ETF TBF Stock Holding History

Cetera Investment Management’s Portfolio TBF Stock Details TBF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-111,003
Closed -$2.33M – 117
2016
Q3 		$2.33M Sell
111,003
-10,308
-8% -$216K 1.5% 17
2016
Q2 		$2.55M Buy
+121,311
New +$2.7M 1.5% 19

Other funds holding TBF

SMM
Stadion Money Management Watkinsville, Georgia $1.16B AUM 20.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
ACM
Aviance Capital Management Sarasota, Florida $668M AUM 6.48% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Cetera Investment Management's TBF Position: Q4 2016 in Review

Cetera Investment Management sold out of ProShares Short 20+ Year Treasury ETF (TBF) in Q4 2016, closing a stake of 111,003 shares — an estimated $2.33M sold.

Cetera Investment Management first reported a position in TBF in Q2 2016 and held it in 2 quarters. The position peaked at $2.55M in Q2 2016. 84 funds tracked by Wall St. Rank hold TBF as of Q4 2016.

  • Cetera Investment Management reported no remaining ProShares Short 20+ Year Treasury ETF position as of Q4 2016 after selling out during the quarter.
  • Cetera Investment Management sold 111,003 ProShares Short 20+ Year Treasury ETF shares in Q4 2016, an estimated $2.33M.
  • Cetera Investment Management first reported a position in ProShares Short 20+ Year Treasury ETF in Q2 2016 and held it in 2 quarters.
  • Cetera Investment Management's ProShares Short 20+ Year Treasury ETF position peaked at $2.55M in Q2 2016.
  • 84 funds tracked by Wall St. Rank held ProShares Short 20+ Year Treasury ETF as of Q4 2016.

Based on Cetera Investment Management's 13F filing for Q4 2016, filed 13 Feb 2017.