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FAS Wealth Partners’s ProShares Trust UltraShort Lehman 20+ Year Treasury TBT Stock Holding History

FAS Wealth Partners’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
2014
Q1 		– Sell
-309,968
Closed -$24.5M – 95
2013
Q4 		$24.5M Buy
+309,968
New +$23.7M 14.59% 3

Other funds holding TBT

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
ACM
Aviance Capital Management Sarasota, Florida $668M AUM 6.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
BOTW
Bank of the West Monterey Park, California $851M AUM 15.39% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
CA
Commerzbank Aktiengesellschaft Frankfurt, Germany $5B AUM 26.58% 1-Year Est. Return

FAS Wealth Partners's TBT Position: Q1 2014 in Review

FAS Wealth Partners sold out of ProShares Trust UltraShort Lehman 20+ Year Treasury (TBT) in Q1 2014, closing a stake of 309,968 shares — an estimated $24.5M sold.

FAS Wealth Partners first reported a position in TBT in Q4 2013 and held it in 1 quarter. The position peaked at $24.5M in Q4 2013. 165 funds tracked by Wall St. Rank hold TBT as of Q1 2014.

  • FAS Wealth Partners reported no remaining ProShares Trust UltraShort Lehman 20+ Year Treasury position as of Q1 2014 after selling out during the quarter.
  • FAS Wealth Partners sold 309,968 ProShares Trust UltraShort Lehman 20+ Year Treasury shares in Q1 2014, an estimated $24.5M.
  • FAS Wealth Partners first reported a position in ProShares Trust UltraShort Lehman 20+ Year Treasury in Q4 2013 and held it in 1 quarter.
  • FAS Wealth Partners's ProShares Trust UltraShort Lehman 20+ Year Treasury position peaked at $24.5M in Q4 2013.
  • 165 funds tracked by Wall St. Rank held ProShares Trust UltraShort Lehman 20+ Year Treasury as of Q1 2014.

Based on FAS Wealth Partners's 13F filing for Q1 2014, filed 25 Apr 2014.