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Legacy Financial Advisors’s ProShares Trust UltraShort Lehman 20+ Year Treasury TBT Stock Holding History

Legacy Financial Advisors’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
2018
Q1 		– Sell
-1,252
Closed -$42K – 895
2017
Q4 		$42K Buy
+1,252
New +$43.6K 0.02% 267

Other funds holding TBT

BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
AAP
Ardsley Advisory Partners Stamford, Connecticut $960M AUM 207.76% 1-Year Est. Return
MVP
Miller Value Partners Sarasota, Florida $383M AUM 38.57% 1-Year Est. Return
TB
Terril Brothers St. Louis, Missouri $388M AUM 29.38% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CCM
Cobalt Capital Management Short Hills, New Jersey $179M AUM 42.31% 1-Year Est. Return
PSCM
Prince Street Capital Management New York $40.3M AUM 0.66% 1-Year Est. Return
Parallax Volatility Advisers
Parallax Volatility Advisers San Francisco, California $38.6B AUM 45.89% 1-Year Est. Return
BFIC
Bedell Frazier Investment Counselling Walnut Creek, California $495M AUM 29.32% 1-Year Est. Return

Legacy Financial Advisors's TBT Position: Q1 2018 in Review

Legacy Financial Advisors sold out of ProShares Trust UltraShort Lehman 20+ Year Treasury (TBT) in Q1 2018, closing a stake of 1,252 shares — an estimated $42K sold.

Legacy Financial Advisors first reported a position in TBT in Q4 2017 and held it in 1 quarter. The position peaked at $42K in Q4 2017. 140 funds tracked by Wall St. Rank hold TBT as of Q1 2018.

  • Legacy Financial Advisors reported no remaining ProShares Trust UltraShort Lehman 20+ Year Treasury position as of Q1 2018 after selling out during the quarter.
  • Legacy Financial Advisors sold 1,252 ProShares Trust UltraShort Lehman 20+ Year Treasury shares in Q1 2018, an estimated $42K.
  • Legacy Financial Advisors first reported a position in ProShares Trust UltraShort Lehman 20+ Year Treasury in Q4 2017 and held it in 1 quarter.
  • Legacy Financial Advisors's ProShares Trust UltraShort Lehman 20+ Year Treasury position peaked at $42K in Q4 2017.
  • 140 funds tracked by Wall St. Rank held ProShares Trust UltraShort Lehman 20+ Year Treasury as of Q1 2018.

Based on Legacy Financial Advisors's 13F filing for Q1 2018, filed 12 Apr 2018.