Janney Montgomery Scott
TBF icon

Janney Montgomery Scott’s ProShares Short 20+ Year Treasury ETF TBF Stock Holding History

Janney Montgomery Scott’s Portfolio TBF Stock Details TBF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-18,208
Closed -$599K – 2078
2013
Q4 		$599K Buy
18,208
+4,882
+37% +$158K 0.02% 971
2013
Q3 		$427K Buy
+13,326
New +$432K 0.01% 1102

Other funds holding TBF

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
WIM
Weitz Investment Management Omaha, Nebraska $1.43B AUM 0.51% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
MFW
Meristem Family Wealth Minnetonka, Minnesota $925M AUM 14.15% 1-Year Est. Return
BSWMG
Barrington Strategic Wealth Management Group Chicago, Illinois $198M AUM 10.24% 1-Year Est. Return

Janney Montgomery Scott's TBF Position: Q1 2014 in Review

Janney Montgomery Scott sold out of ProShares Short 20+ Year Treasury ETF (TBF) in Q1 2014, closing a stake of 18,208 shares — an estimated $599K sold.

Janney Montgomery Scott first reported a position in TBF in Q3 2013 and held it in 2 quarters. The position peaked at $599K in Q4 2013. 106 funds tracked by Wall St. Rank hold TBF as of Q1 2014.

  • Janney Montgomery Scott reported no remaining ProShares Short 20+ Year Treasury ETF position as of Q1 2014 after selling out during the quarter.
  • Janney Montgomery Scott sold 18,208 ProShares Short 20+ Year Treasury ETF shares in Q1 2014, an estimated $599K.
  • Janney Montgomery Scott first reported a position in ProShares Short 20+ Year Treasury ETF in Q3 2013 and held it in 2 quarters.
  • Janney Montgomery Scott's ProShares Short 20+ Year Treasury ETF position peaked at $599K in Q4 2013.
  • 106 funds tracked by Wall St. Rank held ProShares Short 20+ Year Treasury ETF as of Q1 2014.

Based on Janney Montgomery Scott's 13F filing for Q1 2014, filed 14 May 2014.