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

Lehman Financial Resources’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
2015 Q4	–	Sell	-200	Closed	-$8K	–	308
2015 Q3	$8K	Hold	200	–	–	﹤0.01%	330
2015 Q2	$9K	Hold	200	–	–	﹤0.01%	324
2015 Q1	$8K	Hold	200	–	–	﹤0.01%	330
2014 Q4	$9K	Hold	200	–	–	﹤0.01%	305
2014 Q3	$11K	Hold	200	–	–	0.01%	297
2014 Q2	$12K	Hold	200	–	–	0.01%	279
2014 Q1	$14K	Hold	200	–	–	0.01%	261
2013 Q4	$16K	Hold	200	–	–	0.01%	242
2013 Q3	$15K	Hold	200	–	–	0.01%	234
2013 Q2	$14K	Buy	+200	New	+$13K	0.01%	209

Other funds holding TBT

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

NSLI

Nan Shan Life Insurance Taipei City, Taiwan $2.76B AUM 6.75% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

IWC

Integrated Wealth Counsel Carmel, California $46.5M AUM 7.34% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

TAM

Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Parallax Volatility Advisers San Francisco, California $38.6B AUM 45.89% 1-Year Est. Return

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

Lehman Financial Resources sold out of ProShares Trust UltraShort Lehman 20+ Year Treasury (TBT) in Q4 2015, closing a stake of 200 shares — an estimated $8K sold.

Lehman Financial Resources first reported a position in TBT in Q2 2013 and held it in 10 quarters. The position peaked at $16K in Q4 2013. 137 funds tracked by Wall St. Rank hold TBT as of Q4 2015.

Lehman Financial Resources reported no remaining ProShares Trust UltraShort Lehman 20+ Year Treasury position as of Q4 2015 after selling out during the quarter.
Lehman Financial Resources sold 200 ProShares Trust UltraShort Lehman 20+ Year Treasury shares in Q4 2015, an estimated $8K.
Lehman Financial Resources first reported a position in ProShares Trust UltraShort Lehman 20+ Year Treasury in Q2 2013 and held it in 10 quarters.
Lehman Financial Resources's ProShares Trust UltraShort Lehman 20+ Year Treasury position peaked at $16K in Q4 2013.
137 funds tracked by Wall St. Rank held ProShares Trust UltraShort Lehman 20+ Year Treasury as of Q4 2015.

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