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KCM Investment Advisors’s ProShares Short 20+ Year Treasury ETF TBF Stock Holding History

KCM Investment Advisors’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
Q3 		– Sell
-7,245
Closed -$209K – 507
2014
Q2 		$209K Hold
7,245
– – 0.02% 463
2014
Q1 		$220K Hold
7,245
– – 0.02% 425
2013
Q4 		$238K Hold
7,245
– – 0.03% 403
2013
Q3 		$232K Sell
7,245
-660
-8% -$21.4K 0.03% 396
2013
Q2 		$248K Buy
+7,905
New +$235K 0.03% 389

Other funds holding TBF

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MNA
Manning & Napier Advisors Fairport, New York $7.09B AUM 17.35% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
WIM
Weitz Investment Management Omaha, Nebraska $1.43B AUM 0.51% 1-Year Est. Return
COPM
Charter Oak Partners Management Westport, Connecticut $133M AUM 11.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

KCM Investment Advisors's TBF Position: Q3 2014 in Review

KCM Investment Advisors sold out of ProShares Short 20+ Year Treasury ETF (TBF) in Q3 2014, closing a stake of 7,245 shares — an estimated $209K sold.

KCM Investment Advisors first reported a position in TBF in Q2 2013 and held it in 5 quarters. The position peaked at $248K in Q2 2013. 98 funds tracked by Wall St. Rank hold TBF as of Q3 2014.

  • KCM Investment Advisors reported no remaining ProShares Short 20+ Year Treasury ETF position as of Q3 2014 after selling out during the quarter.
  • KCM Investment Advisors sold 7,245 ProShares Short 20+ Year Treasury ETF shares in Q3 2014, an estimated $209K.
  • KCM Investment Advisors first reported a position in ProShares Short 20+ Year Treasury ETF in Q2 2013 and held it in 5 quarters.
  • KCM Investment Advisors's ProShares Short 20+ Year Treasury ETF position peaked at $248K in Q2 2013.
  • 98 funds tracked by Wall St. Rank held ProShares Short 20+ Year Treasury ETF as of Q3 2014.

Based on KCM Investment Advisors's 13F filing for Q3 2014, filed 10 Nov 2014.