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Jefferies Group’s ProShares Trust UltraShort Lehman 20+ Year Treasury TBT Stock Holding History

Jefferies Group’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
2014
Q4 		– Sell
-400,000
Closed -$22.5M – 2318
2014
Q3 		$22.5M Buy
+400,000
New +$23.3M 0.15% 122

Other funds holding TBT

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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return
BFIC
Bedell Frazier Investment Counselling Walnut Creek, California $495M AUM 29.32% 1-Year Est. Return
CA
Cumberland Advisors Sarasota, Florida $255M AUM 23.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VAM
Verity Asset Management Durham, North Carolina $238M AUM 24.8% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
CA
Commerzbank Aktiengesellschaft Frankfurt, Germany $4.78B AUM 25.31% 1-Year Est. Return

Jefferies Group's TBT Position: Q4 2018 in Review

Jefferies Group sold out of ProShares Trust UltraShort Lehman 20+ Year Treasury (TBT) in Q4 2018, closing a stake of 9,200 shares — an estimated $360K sold.

Jefferies Group first reported a position in TBT in Q3 2014 and held it in 5 quarters. The position peaked at $709K in Q4 2017. 116 funds tracked by Wall St. Rank hold TBT as of Q4 2018.

  • Jefferies Group reported no remaining ProShares Trust UltraShort Lehman 20+ Year Treasury position as of Q4 2018 after selling out during the quarter.
  • Jefferies Group sold 9,200 ProShares Trust UltraShort Lehman 20+ Year Treasury shares in Q4 2018, an estimated $360K.
  • Jefferies Group first reported a position in ProShares Trust UltraShort Lehman 20+ Year Treasury in Q3 2014 and held it in 5 quarters.
  • Jefferies Group's ProShares Trust UltraShort Lehman 20+ Year Treasury position peaked at $709K in Q4 2017.
  • 116 funds tracked by Wall St. Rank held ProShares Trust UltraShort Lehman 20+ Year Treasury as of Q4 2018.

Based on Jefferies Group's 13F filing for Q4 2018, filed 14 Feb 2019.