Chevy Chase Trust
TBT icon

Chevy Chase Trust’s ProShares Trust UltraShort Lehman 20+ Year Treasury TBT Stock Holding History

Chevy Chase 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
2018
Q3 		– Sell
-7,135
Closed -$257K – 694
2018
Q2 		$257K Buy
+7,135
New +$267K ﹤0.01% 630

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Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return
BFIC
Bedell Frazier Investment Counselling Walnut Creek, California $495M AUM 29.32% 1-Year Est. Return
KC
Kingfisher Capital Charlotte, North Carolina $437M AUM 41.72% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $1.93B AUM 18.43% 1-Year Est. Return
VAM
Verity Asset Management Durham, North Carolina $238M AUM 24.8% 1-Year Est. Return

Chevy Chase Trust's TBT Position: Q3 2018 in Review

Chevy Chase Trust sold out of ProShares Trust UltraShort Lehman 20+ Year Treasury (TBT) in Q3 2018, closing a stake of 7,135 shares — an estimated $257K sold.

Chevy Chase Trust first reported a position in TBT in Q2 2018 and held it in 1 quarter. The position peaked at $257K in Q2 2018. 112 funds tracked by Wall St. Rank hold TBT as of Q3 2018.

  • Chevy Chase Trust reported no remaining ProShares Trust UltraShort Lehman 20+ Year Treasury position as of Q3 2018 after selling out during the quarter.
  • Chevy Chase Trust sold 7,135 ProShares Trust UltraShort Lehman 20+ Year Treasury shares in Q3 2018, an estimated $257K.
  • Chevy Chase Trust first reported a position in ProShares Trust UltraShort Lehman 20+ Year Treasury in Q2 2018 and held it in 1 quarter.
  • Chevy Chase Trust's ProShares Trust UltraShort Lehman 20+ Year Treasury position peaked at $257K in Q2 2018.
  • 112 funds tracked by Wall St. Rank held ProShares Trust UltraShort Lehman 20+ Year Treasury as of Q3 2018.

Based on Chevy Chase Trust's 13F filing for Q3 2018, filed 23 Oct 2018.