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Howe & Rusling’s ProShares Trust UltraShort Lehman 20+ Year Treasury TBT Stock Holding History

Howe & Rusling’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
Q1 		– Sell
-27
Closed -$1K – 1052
2016
Q4 		$1K Sell
27
-108
-80% -$4.08K ﹤0.01% 983
2016
Q3 		$4K Buy
+135
New +$4.23K ﹤0.01% 730

Other funds holding TBT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
CCM
Cobalt Capital Management Short Hills, New Jersey $179M AUM 42.31% 1-Year Est. Return
TAM
Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return
KAS
Kemnay Advisory Services New York $622M AUM 14.52% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
MVP
Miller Value Partners Sarasota, Florida $383M AUM 38.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Parallax Volatility Advisers
Parallax Volatility Advisers San Francisco, California $38.6B AUM 45.89% 1-Year Est. Return

Howe & Rusling's TBT Position: Q1 2017 in Review

Howe & Rusling sold out of ProShares Trust UltraShort Lehman 20+ Year Treasury (TBT) in Q1 2017, closing a stake of 27 shares — an estimated $1K sold.

Howe & Rusling first reported a position in TBT in Q3 2016 and held it in 2 quarters. The position peaked at $4K in Q3 2016. 136 funds tracked by Wall St. Rank hold TBT as of Q1 2017.

  • Howe & Rusling reported no remaining ProShares Trust UltraShort Lehman 20+ Year Treasury position as of Q1 2017 after selling out during the quarter.
  • Howe & Rusling sold 27 ProShares Trust UltraShort Lehman 20+ Year Treasury shares in Q1 2017, an estimated $1K.
  • Howe & Rusling first reported a position in ProShares Trust UltraShort Lehman 20+ Year Treasury in Q3 2016 and held it in 2 quarters.
  • Howe & Rusling's ProShares Trust UltraShort Lehman 20+ Year Treasury position peaked at $4K in Q3 2016.
  • 136 funds tracked by Wall St. Rank held ProShares Trust UltraShort Lehman 20+ Year Treasury as of Q1 2017.

Based on Howe & Rusling's 13F filing for Q1 2017, filed 18 Apr 2017.