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Forefront Analytics’s ProShares Ultra 20+ Year Treasury UBT Stock Holding History

Forefront Analytics’s Portfolio UBT Stock Details UBT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-10
Closed -$720 – 136
2020
Q1 		$720 Sell
10
-36
-78% -$2.06K ﹤0.01% 140
2019
Q4 		$2K Hold
46
– – ﹤0.01% 46
2019
Q3 		$2K Buy
+46
New +$2.3K ﹤0.01% 46

Other funds holding UBT

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
FIM
Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
CRWM
Castle Rock Wealth Management Walnut Creek, California $509M AUM 36.93% 1-Year Est. Return
MAFM
Mid Atlantic Financial Management Pittsburgh, Pennsylvania $1.49B AUM 24.08% 1-Year Est. Return
HS
Haafor (Singapore) Singapore $53.7M AUM 47.58% 1-Year Est. Return
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CG
Cutler Group San Francisco, California $307M AUM 45.11% 1-Year Est. Return

Forefront Analytics's UBT Position: Q2 2020 in Review

Forefront Analytics sold out of ProShares Ultra 20+ Year Treasury (UBT) in Q2 2020, closing a stake of 10 shares — an estimated $720 sold.

Forefront Analytics first reported a position in UBT in Q3 2019 and held it in 3 quarters. The position peaked at $2K in Q4 2019. 13 funds tracked by Wall St. Rank hold UBT as of Q2 2020.

  • Forefront Analytics reported no remaining ProShares Ultra 20+ Year Treasury position as of Q2 2020 after selling out during the quarter.
  • Forefront Analytics sold 10 ProShares Ultra 20+ Year Treasury shares in Q2 2020, an estimated $720.
  • Forefront Analytics first reported a position in ProShares Ultra 20+ Year Treasury in Q3 2019 and held it in 3 quarters.
  • Forefront Analytics's ProShares Ultra 20+ Year Treasury position peaked at $2K in Q4 2019.
  • 13 funds tracked by Wall St. Rank held ProShares Ultra 20+ Year Treasury as of Q2 2020.

Based on Forefront Analytics's 13F filing for Q2 2020, filed 10 Aug 2020.