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Karpus Investment Management’s ProShares Short 20+ Year Treasury ETF TBF Stock Holding History

Karpus Investment Management’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
2016
Q4 		– Sell
-10,000
Closed -$210K – 172
2016
Q3 		$210K Hold
10,000
– – 0.01% 150
2016
Q2 		$211K Buy
+10,000
New +$223K 0.01% 159

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Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
ACM
Aviance Capital Management Sarasota, Florida $668M AUM 6.48% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Karpus Investment Management's TBF Position: Q4 2016 in Review

Karpus Investment Management sold out of ProShares Short 20+ Year Treasury ETF (TBF) in Q4 2016, closing a stake of 10,000 shares — an estimated $210K sold.

Karpus Investment Management first reported a position in TBF in Q2 2016 and held it in 2 quarters. The position peaked at $211K in Q2 2016. 84 funds tracked by Wall St. Rank hold TBF as of Q4 2016.

  • Karpus Investment Management reported no remaining ProShares Short 20+ Year Treasury ETF position as of Q4 2016 after selling out during the quarter.
  • Karpus Investment Management sold 10,000 ProShares Short 20+ Year Treasury ETF shares in Q4 2016, an estimated $210K.
  • Karpus Investment Management first reported a position in ProShares Short 20+ Year Treasury ETF in Q2 2016 and held it in 2 quarters.
  • Karpus Investment Management's ProShares Short 20+ Year Treasury ETF position peaked at $211K in Q2 2016.
  • 84 funds tracked by Wall St. Rank held ProShares Short 20+ Year Treasury ETF as of Q4 2016.

Based on Karpus Investment Management's 13F filing for Q4 2016, filed 14 Feb 2017.