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Lenox Wealth Advisors’s ProShares Short 20+ Year Treasury ETF TBF Stock Holding History

Lenox Wealth 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
2013
Q4 		– Sell
-1,000
Closed -$32K – 406
2013
Q3 		$32K Buy
+1,000
New +$32.4K 0.03% 46

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Bank of Montreal
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BC
Brinker Capital Berwyn, Pennsylvania $3.13B AUM 9.04% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
WIM
Weitz Investment Management Omaha, Nebraska $1.43B AUM 0.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
MFW
Meristem Family Wealth Minnetonka, Minnesota $925M AUM 14.15% 1-Year Est. Return

Lenox Wealth Advisors's TBF Position: Q4 2013 in Review

Lenox Wealth Advisors sold out of ProShares Short 20+ Year Treasury ETF (TBF) in Q4 2013, closing a stake of 1,000 shares — an estimated $32K sold.

Lenox Wealth Advisors first reported a position in TBF in Q3 2013 and held it in 1 quarter. The position peaked at $32K in Q3 2013. 101 funds tracked by Wall St. Rank hold TBF as of Q4 2013.

  • Lenox Wealth Advisors reported no remaining ProShares Short 20+ Year Treasury ETF position as of Q4 2013 after selling out during the quarter.
  • Lenox Wealth Advisors sold 1,000 ProShares Short 20+ Year Treasury ETF shares in Q4 2013, an estimated $32K.
  • Lenox Wealth Advisors first reported a position in ProShares Short 20+ Year Treasury ETF in Q3 2013 and held it in 1 quarter.
  • Lenox Wealth Advisors's ProShares Short 20+ Year Treasury ETF position peaked at $32K in Q3 2013.
  • 101 funds tracked by Wall St. Rank held ProShares Short 20+ Year Treasury ETF as of Q4 2013.

Based on Lenox Wealth Advisors's 13F filing for Q4 2013, filed 21 Jan 2014.