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JP Morgan Private Wealth Advisors’s ProShares Short 7-10 Year Treasury TBX Stock Holding History

JP Morgan Private Wealth Advisors’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
-7,770
Closed -$245K – 1139
2014
Q3 		$245K Buy
+7,770
New +$246K ﹤0.01% 911

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

JP Morgan Private Wealth Advisors's TBX Position: Q4 2014 in Review

JP Morgan Private Wealth Advisors sold out of ProShares Short 7-10 Year Treasury (TBX) in Q4 2014, closing a stake of 7,770 shares — an estimated $245K sold.

JP Morgan Private Wealth Advisors first reported a position in TBX in Q3 2014 and held it in 1 quarter. The position peaked at $245K in Q3 2014. 13 funds tracked by Wall St. Rank hold TBX as of Q4 2014.

  • JP Morgan Private Wealth Advisors reported no remaining ProShares Short 7-10 Year Treasury position as of Q4 2014 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 7,770 ProShares Short 7-10 Year Treasury shares in Q4 2014, an estimated $245K.
  • JP Morgan Private Wealth Advisors first reported a position in ProShares Short 7-10 Year Treasury in Q3 2014 and held it in 1 quarter.
  • JP Morgan Private Wealth Advisors's ProShares Short 7-10 Year Treasury position peaked at $245K in Q3 2014.
  • 13 funds tracked by Wall St. Rank held ProShares Short 7-10 Year Treasury as of Q4 2014.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q4 2014, filed 11 Feb 2015.