Gary Goldberg Planning Services’s ProShares Trust UltraShort Lehman 20+ Year Treasury TBT Stock Holding History

Gary Goldberg Planning Services’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 Q4	$7K	Buy	+144	New	+$7.34K	﹤0.01%	377
2013 Q3	–	Sell	-93	Closed	-$7K	–	375
2013 Q2	$7K	Buy	+93	New	+$6.06K	﹤0.01%	317

Other funds holding TBT

NSLI

Nan Shan Life Insurance Taipei City, Taiwan $2.76B AUM 6.75% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

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

IWC

Integrated Wealth Counsel Carmel, California $46.5M AUM 7.34% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

PAM

PVG Asset Management Golden, Colorado $173M AUM 64.51% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

TAM

Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return

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

Gary Goldberg Planning Services's TBT Position: Q4 2014 in Review

Gary Goldberg Planning Services opened a new position in ProShares Trust UltraShort Lehman 20+ Year Treasury (TBT) in Q4 2014: 144 shares worth $7K. The stake represents ﹤0.01% of the portfolio and ranks #377 among its holdings. This is a return to the name: Gary Goldberg Planning Services previously reported a position in TBT as recently as Q2 2013.

Gary Goldberg Planning Services first reported a position in TBT in Q2 2013 and has held it in 2 quarters since. 153 funds tracked by Wall St. Rank hold TBT as of Q4 2014.

Gary Goldberg Planning Services held 144 shares of ProShares Trust UltraShort Lehman 20+ Year Treasury worth $7K as of Q4 2014.
ProShares Trust UltraShort Lehman 20+ Year Treasury was a new Gary Goldberg Planning Services position in Q4 2014.
ProShares Trust UltraShort Lehman 20+ Year Treasury made up ﹤0.01% of Gary Goldberg Planning Services's portfolio in Q4 2014, its #377 holding.
Gary Goldberg Planning Services first reported a position in ProShares Trust UltraShort Lehman 20+ Year Treasury in Q2 2013 and has held it in 2 quarters since.
153 funds tracked by Wall St. Rank held ProShares Trust UltraShort Lehman 20+ Year Treasury as of Q4 2014.

Based on Gary Goldberg Planning Services's 13F filing for Q4 2014, filed 9 Feb 2015.