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Independent Portfolio Consultants’s ProShares Short 7-10 Year Treasury TBX Stock Holding History

Independent Portfolio Consultants’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
2014
Q4 		– Sell
-20,470
Closed -$646K – 876
2014
Q3 		$646K Buy
+20,470
New +$648K 0.17% 172

Other funds holding TBX

RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
MC
Mathes Company New York $274M AUM 33.72% 1-Year Est. Return
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Independent Portfolio Consultants's TBX Position: Q4 2014 in Review

Independent Portfolio Consultants sold out of ProShares Short 7-10 Year Treasury (TBX) in Q4 2014, closing a stake of 20,470 shares — an estimated $646K sold.

Independent Portfolio Consultants first reported a position in TBX in Q3 2014 and held it in 1 quarter. The position peaked at $646K in Q3 2014. 13 funds tracked by Wall St. Rank hold TBX as of Q4 2014.

  • Independent Portfolio Consultants reported no remaining ProShares Short 7-10 Year Treasury position as of Q4 2014 after selling out during the quarter.
  • Independent Portfolio Consultants sold 20,470 ProShares Short 7-10 Year Treasury shares in Q4 2014, an estimated $646K.
  • Independent Portfolio Consultants first reported a position in ProShares Short 7-10 Year Treasury in Q3 2014 and held it in 1 quarter.
  • Independent Portfolio Consultants's ProShares Short 7-10 Year Treasury position peaked at $646K in Q3 2014.
  • 13 funds tracked by Wall St. Rank held ProShares Short 7-10 Year Treasury as of Q4 2014.

Based on Independent Portfolio Consultants's 13F filing for Q4 2014, filed 17 Feb 2015.