Lehman Financial Resources’s ProShares Short 20+ Year Treasury ETF TBF Stock Holding History

Lehman Financial Resources’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
2015 Q4	–	Sell	-200	Closed	-$4K	–	307
2015 Q3	$4K	Hold	200	–	–	﹤0.01%	377
2015 Q2	$5K	Hold	200	–	–	﹤0.01%	360
2015 Q1	$5K	Hold	200	–	–	﹤0.01%	362
2014 Q4	$5K	Hold	200	–	–	﹤0.01%	345
2014 Q3	$6K	Buy	+200	New	+$5.64K	﹤0.01%	344

Other funds holding TBF

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Jefferies Group New York $12B AUM 6.2% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

TPW

Tiller Private Wealth Bethlehem, Pennsylvania $281M AUM 16.29% 1-Year Est. Return

BSWMG

Barrington Strategic Wealth Management Group Chicago, Illinois $198M AUM 10.24% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Lehman Financial Resources's TBF Position: Q4 2015 in Review

Lehman Financial Resources sold out of ProShares Short 20+ Year Treasury ETF (TBF) in Q4 2015, closing a stake of 200 shares — an estimated $4K sold.

Lehman Financial Resources first reported a position in TBF in Q3 2014 and held it in 5 quarters. The position peaked at $6K in Q3 2014. 76 funds tracked by Wall St. Rank hold TBF as of Q4 2015.

Lehman Financial Resources reported no remaining ProShares Short 20+ Year Treasury ETF position as of Q4 2015 after selling out during the quarter.
Lehman Financial Resources sold 200 ProShares Short 20+ Year Treasury ETF shares in Q4 2015, an estimated $4K.
Lehman Financial Resources first reported a position in ProShares Short 20+ Year Treasury ETF in Q3 2014 and held it in 5 quarters.
Lehman Financial Resources's ProShares Short 20+ Year Treasury ETF position peaked at $6K in Q3 2014.
76 funds tracked by Wall St. Rank held ProShares Short 20+ Year Treasury ETF as of Q4 2015.

Based on Lehman Financial Resources's 13F filing for Q4 2015, filed 17 Feb 2016.