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Harel Insurance Investments & Financial Services’s ProShares Trust UltraShort Lehman 20+ Year Treasury TBT Stock Holding History

Harel Insurance Investments & Financial 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
2017
Q3 		– Sell
-4,600
Closed -$165K – 437
2017
Q2 		$165K Buy
4,600
+1,000
+28% +$37K 0.01% 201
2017
Q1 		$135K Buy
+3,600
New +$144K 0.01% 192
2016
Q4 		– Sell
-4,000
Closed -$126K – 443
2016
Q3 		$126K Buy
+4,000
New +$125K 0.02% 144
2016
Q2 		– Sell
-22,900
Closed -$844K – 703
2016
Q1 		$844K Buy
22,900
+11,600
+103% +$449K 0.1% 64
2015
Q4 		$498K Buy
+11,300
New +$496K 0.06% 70

Other funds holding TBT

NSLI
Nan Shan Life Insurance Taipei City, Taiwan $2.76B AUM 6.75% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CCM
Cobalt Capital Management Short Hills, New Jersey $179M AUM 42.31% 1-Year Est. Return
AAP
Ardsley Advisory Partners Stamford, Connecticut $960M AUM 207.76% 1-Year Est. Return
MVP
Miller Value Partners Sarasota, Florida $383M AUM 38.57% 1-Year Est. Return
TAM
Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return
AIP
Almanack Investment Partners Wayne, Pennsylvania $785M AUM 34.37% 1-Year Est. Return
TB
Terril Brothers St. Louis, Missouri $388M AUM 29.38% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return

Harel Insurance Investments & Financial Services's TBT Position: Q3 2017 in Review

Harel Insurance Investments & Financial Services sold out of ProShares Trust UltraShort Lehman 20+ Year Treasury (TBT) in Q3 2017, closing a stake of 4,600 shares — an estimated $165K sold.

Harel Insurance Investments & Financial Services first reported a position in TBT in Q4 2015 and held it in 5 quarters. The position peaked at $844K in Q1 2016. 134 funds tracked by Wall St. Rank hold TBT as of Q3 2017.

  • Harel Insurance Investments & Financial Services reported no remaining ProShares Trust UltraShort Lehman 20+ Year Treasury position as of Q3 2017 after selling out during the quarter.
  • Harel Insurance Investments & Financial Services sold 4,600 ProShares Trust UltraShort Lehman 20+ Year Treasury shares in Q3 2017, an estimated $165K.
  • Harel Insurance Investments & Financial Services first reported a position in ProShares Trust UltraShort Lehman 20+ Year Treasury in Q4 2015 and held it in 5 quarters.
  • Harel Insurance Investments & Financial Services's ProShares Trust UltraShort Lehman 20+ Year Treasury position peaked at $844K in Q1 2016.
  • 134 funds tracked by Wall St. Rank held ProShares Trust UltraShort Lehman 20+ Year Treasury as of Q3 2017.

Based on Harel Insurance Investments & Financial Services's 13F filing for Q3 2017, filed 2 Nov 2017.