Financial Gravity Companies’s ProShares Trust UltraShort Lehman 20+ Year Treasury TBT Stock Holding History

Financial Gravity Companies’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
2018 Q4	$37K	Buy	+1,035	New	+$40.5K	0.03%	412
2018 Q1	$52K	Buy	1,376 +1,146	+498%	+$42.6K	0.05%	300
2017 Q4	$8K	Buy	+230	New	+$8.01K	0.01%	616

Other funds holding TBT

Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

GWM

Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return

SFS

Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

BFIC

Bedell Frazier Investment Counselling Walnut Creek, California $495M AUM 29.32% 1-Year Est. Return

Cumberland Advisors Sarasota, Florida $255M AUM 23.24% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Financial Gravity Companies's TBT Position: Q4 2018 in Review

Financial Gravity Companies opened a new position in ProShares Trust UltraShort Lehman 20+ Year Treasury (TBT) in Q4 2018: 1,035 shares worth $37K. The stake represents 0.03% of the portfolio and ranks #412 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in TBT as recently as Q1 2018.

Financial Gravity Companies first reported a position in TBT in Q4 2017 and has held it in 3 quarters since. The position peaked at $52K in Q1 2018. 116 funds tracked by Wall St. Rank hold TBT as of Q4 2018.

Financial Gravity Companies held 1,035 shares of ProShares Trust UltraShort Lehman 20+ Year Treasury worth $37K as of Q4 2018.
ProShares Trust UltraShort Lehman 20+ Year Treasury was a new Financial Gravity Companies position in Q4 2018.
ProShares Trust UltraShort Lehman 20+ Year Treasury made up 0.03% of Financial Gravity Companies's portfolio in Q4 2018, its #412 holding.
Financial Gravity Companies first reported a position in ProShares Trust UltraShort Lehman 20+ Year Treasury in Q4 2017 and has held it in 3 quarters since.
Financial Gravity Companies's ProShares Trust UltraShort Lehman 20+ Year Treasury position peaked at $52K in Q1 2018.
116 funds tracked by Wall St. Rank held ProShares Trust UltraShort Lehman 20+ Year Treasury as of Q4 2018.

Based on Financial Gravity Companies's 13F filing for Q4 2018, filed 4 Feb 2019.