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Gradient Investments’s ProShares Short 7-10 Year Treasury TBX Stock Holding History

Gradient Investments’s Portfolio TBX Stock Details TBX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-48
Closed -$1K – 1228
2019
Q2 		$1K Sell
48
-97
-67% -$2.68K ﹤0.01% 976
2019
Q1 		$4K Buy
+145
New +$4.11K ﹤0.01% 681

Other funds holding TBX

Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $226M AUM 6.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
GFPC
Global Financial Private Capital Sarasota, Florida $1.59B AUM 3.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
RBC
Roble Belko & Company Sewickley, Pennsylvania $925M AUM 19.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Gradient Investments's TBX Position: Q3 2019 in Review

Gradient Investments sold out of ProShares Short 7-10 Year Treasury (TBX) in Q3 2019, closing a stake of 48 shares — an estimated $1K sold.

Gradient Investments first reported a position in TBX in Q1 2019 and held it in 2 quarters. The position peaked at $4K in Q1 2019. 8 funds tracked by Wall St. Rank hold TBX as of Q3 2019.

  • Gradient Investments reported no remaining ProShares Short 7-10 Year Treasury position as of Q3 2019 after selling out during the quarter.
  • Gradient Investments sold 48 ProShares Short 7-10 Year Treasury shares in Q3 2019, an estimated $1K.
  • Gradient Investments first reported a position in ProShares Short 7-10 Year Treasury in Q1 2019 and held it in 2 quarters.
  • Gradient Investments's ProShares Short 7-10 Year Treasury position peaked at $4K in Q1 2019.
  • 8 funds tracked by Wall St. Rank held ProShares Short 7-10 Year Treasury as of Q3 2019.

Based on Gradient Investments's 13F filing for Q3 2019, filed 10 Oct 2019.