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FDx Advisors’s ProShares Short 20+ Year Treasury ETF TBF Stock Holding History

FDx Advisors’s Portfolio TBF Stock Details TBF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-16,360
Closed -$384K – 1243
2017
Q1 		$384K Sell
16,360
-304
-2% -$7.2K 0.01% 881
2016
Q4 		$398K Buy
16,664
+4,462
+37% +$103K 0.01% 849
2016
Q3 		$256K Buy
+12,202
New +$255K 0.01% 817

Other funds holding TBF

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
ACM
Aviance Capital Management Sarasota, Florida $668M AUM 6.48% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
EDRH
Edmond de Rothschild Holding Chambesy, Switzerland $6.91B AUM 19.7% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
HWA
HCR Wealth Advisors Los Angeles, California $1.12B AUM 33.13% 1-Year Est. Return
TPW
Tiller Private Wealth Bethlehem, Pennsylvania $281M AUM 16.29% 1-Year Est. Return

FDx Advisors's TBF Position: Q2 2017 in Review

FDx Advisors sold out of ProShares Short 20+ Year Treasury ETF (TBF) in Q2 2017, closing a stake of 16,360 shares — an estimated $384K sold.

FDx Advisors first reported a position in TBF in Q3 2016 and held it in 3 quarters. The position peaked at $398K in Q4 2016. 79 funds tracked by Wall St. Rank hold TBF as of Q2 2017.

  • FDx Advisors reported no remaining ProShares Short 20+ Year Treasury ETF position as of Q2 2017 after selling out during the quarter.
  • FDx Advisors sold 16,360 ProShares Short 20+ Year Treasury ETF shares in Q2 2017, an estimated $384K.
  • FDx Advisors first reported a position in ProShares Short 20+ Year Treasury ETF in Q3 2016 and held it in 3 quarters.
  • FDx Advisors's ProShares Short 20+ Year Treasury ETF position peaked at $398K in Q4 2016.
  • 79 funds tracked by Wall St. Rank held ProShares Short 20+ Year Treasury ETF as of Q2 2017.

Based on FDx Advisors's 13F filing for Q2 2017, filed 11 Aug 2017.