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

Executive 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
2019
Q1 		– Sell
-174
Closed -$4K – 914
2018
Q4 		$4K Buy
+174
New +$4.03K ﹤0.01% 711

Other funds holding PST

CA
Cumberland Advisors Sarasota, Florida $255M AUM 23.24% 1-Year Est. Return
SCM
Southport Capital Management Chattanooga, Tennessee $274M AUM 28.84% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BUB
BBVA USA Bancshares Houston, Texas $2.1B AUM 62.57% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Executive Wealth Management's PST Position: Q1 2019 in Review

Executive Wealth Management sold out of ProShares Trust UltraShort Lehman 7-10 Year Treasury (PST) in Q1 2019, closing a stake of 174 shares — an estimated $4K sold.

Executive Wealth Management first reported a position in PST in Q4 2018 and held it in 1 quarter. The position peaked at $4K in Q4 2018. 21 funds tracked by Wall St. Rank hold PST as of Q1 2019.

  • Executive Wealth Management reported no remaining ProShares Trust UltraShort Lehman 7-10 Year Treasury position as of Q1 2019 after selling out during the quarter.
  • Executive Wealth Management sold 174 ProShares Trust UltraShort Lehman 7-10 Year Treasury shares in Q1 2019, an estimated $4K.
  • Executive Wealth Management first reported a position in ProShares Trust UltraShort Lehman 7-10 Year Treasury in Q4 2018 and held it in 1 quarter.
  • Executive Wealth Management's ProShares Trust UltraShort Lehman 7-10 Year Treasury position peaked at $4K in Q4 2018.
  • 21 funds tracked by Wall St. Rank held ProShares Trust UltraShort Lehman 7-10 Year Treasury as of Q1 2019.

Based on Executive Wealth Management's 13F filing for Q1 2019, filed 2 May 2019.