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Cooper/Haims Advisors’s ProShares Trust UltraShort Lehman 20+ Year Treasury TBT Stock Holding History

Cooper/Haims Advisors’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
2021
Q4 		– Sell
-10,708
Closed -$196K – 85
2021
Q3 		$196K Hold
10,708
– – 0.12% 77
2021
Q2 		$202K Hold
10,708
– – 0.13% 82
2021
Q1 		$233K Buy
+10,708
New +$207K 0.16% 65

Other funds holding TBT

KCM
Kornitzer Capital Management Shawnee Mission, Kansas $4.65B AUM 23.83% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
KIA
KCM Investment Advisors Greenbrae, California $3.01B AUM 21.97% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Wolverine Trading
Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return
LC
Littlejohn & Co Greenwich, Connecticut $106M AUM 7.38% 1-Year Est. Return
FFG
Frisch Financial Group Melville, New York $478M AUM 16.28% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
CG
Cutler Group San Francisco, California $307M AUM 45.11% 1-Year Est. Return

Cooper/Haims Advisors's TBT Position: Q4 2021 in Review

Cooper/Haims Advisors sold out of ProShares Trust UltraShort Lehman 20+ Year Treasury (TBT) in Q4 2021, closing a stake of 10,708 shares — an estimated $196K sold.

Cooper/Haims Advisors first reported a position in TBT in Q1 2021 and held it in 3 quarters. The position peaked at $233K in Q1 2021. 123 funds tracked by Wall St. Rank hold TBT as of Q4 2021.

  • Cooper/Haims Advisors reported no remaining ProShares Trust UltraShort Lehman 20+ Year Treasury position as of Q4 2021 after selling out during the quarter.
  • Cooper/Haims Advisors sold 10,708 ProShares Trust UltraShort Lehman 20+ Year Treasury shares in Q4 2021, an estimated $196K.
  • Cooper/Haims Advisors first reported a position in ProShares Trust UltraShort Lehman 20+ Year Treasury in Q1 2021 and held it in 3 quarters.
  • Cooper/Haims Advisors's ProShares Trust UltraShort Lehman 20+ Year Treasury position peaked at $233K in Q1 2021.
  • 123 funds tracked by Wall St. Rank held ProShares Trust UltraShort Lehman 20+ Year Treasury as of Q4 2021.

Based on Cooper/Haims Advisors's 13F filing for Q4 2021, filed 21 Jan 2022.