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KMS Financial Services’s ProShares Short 20+ Year Treasury ETF TBF Stock Holding History

KMS Financial Services’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
Q2 		– Sell
-8,219
Closed -$249K – 576
2014
Q1 		$249K Buy
+8,219
New +$257K 0.04% 427

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MNA
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Envestnet Asset Management
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WIM
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BC
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COPM
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KMS Financial Services's TBF Position: Q2 2014 in Review

KMS Financial Services sold out of ProShares Short 20+ Year Treasury ETF (TBF) in Q2 2014, closing a stake of 8,219 shares — an estimated $249K sold.

KMS Financial Services first reported a position in TBF in Q1 2014 and held it in 1 quarter. The position peaked at $249K in Q1 2014. 104 funds tracked by Wall St. Rank hold TBF as of Q2 2014.

  • KMS Financial Services reported no remaining ProShares Short 20+ Year Treasury ETF position as of Q2 2014 after selling out during the quarter.
  • KMS Financial Services sold 8,219 ProShares Short 20+ Year Treasury ETF shares in Q2 2014, an estimated $249K.
  • KMS Financial Services first reported a position in ProShares Short 20+ Year Treasury ETF in Q1 2014 and held it in 1 quarter.
  • KMS Financial Services's ProShares Short 20+ Year Treasury ETF position peaked at $249K in Q1 2014.
  • 104 funds tracked by Wall St. Rank held ProShares Short 20+ Year Treasury ETF as of Q2 2014.

Based on KMS Financial Services's 13F filing for Q2 2014, filed 12 Aug 2014.