DWM
PST icon

Dynasty Wealth Management’s ProShares Trust UltraShort Lehman 7-10 Year Treasury PST Stock Holding History

Dynasty Wealth Management’s Portfolio PST Stock Details PST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-16,000
Closed -$345K – 87
2017
Q4 		$345K Buy
+16,000
New +$344K 0.6% 53

Other funds holding PST

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
SCM
Southport Capital Management Chattanooga, Tennessee $274M AUM 28.84% 1-Year Est. Return
FIM
Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return
HI
Hudock Inc Williamsport, Pennsylvania $680M AUM 18.73% 1-Year Est. Return
Wolverine Trading
Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return
BUB
BBVA USA Bancshares Houston, Texas $2.1B AUM 62.57% 1-Year Est. Return
AIP
Almanack Investment Partners Wayne, Pennsylvania $592M AUM 25.27% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
IIA
IPG Investment Advisors San Diego, California $582M AUM 33.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dynasty Wealth Management's PST Position: Q1 2018 in Review

Dynasty Wealth Management sold out of ProShares Trust UltraShort Lehman 7-10 Year Treasury (PST) in Q1 2018, closing a stake of 16,000 shares — an estimated $345K sold.

Dynasty Wealth Management first reported a position in PST in Q4 2017 and held it in 1 quarter. The position peaked at $345K in Q4 2017. 30 funds tracked by Wall St. Rank hold PST as of Q1 2018.

  • Dynasty Wealth Management reported no remaining ProShares Trust UltraShort Lehman 7-10 Year Treasury position as of Q1 2018 after selling out during the quarter.
  • Dynasty Wealth Management sold 16,000 ProShares Trust UltraShort Lehman 7-10 Year Treasury shares in Q1 2018, an estimated $345K.
  • Dynasty Wealth Management first reported a position in ProShares Trust UltraShort Lehman 7-10 Year Treasury in Q4 2017 and held it in 1 quarter.
  • Dynasty Wealth Management's ProShares Trust UltraShort Lehman 7-10 Year Treasury position peaked at $345K in Q4 2017.
  • 30 funds tracked by Wall St. Rank held ProShares Trust UltraShort Lehman 7-10 Year Treasury as of Q1 2018.

Based on Dynasty Wealth Management's 13F filing for Q1 2018, filed 20 Apr 2018.