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Leonard Rickey Investment Advisors’s ProShares Short 20+ Year Treasury ETF TBF Stock Holding History

Leonard Rickey Investment 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
2019
Q1 		– Sell
-13,009
Closed -$291K – 72
2018
Q4 		$291K Buy
+13,009
New +$308K 0.24% 48

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LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
BHMP
Bardin Hill Management Partners New York $80.3M AUM 31.39% 1-Year Est. Return
HCM
Hudson Capital Management Ramsey, New Jersey $414M AUM 20.94% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
SIM
SSI Investment Management Los Angeles, California $1.45B AUM 5.8% 1-Year Est. Return

Leonard Rickey Investment Advisors's TBF Position: Q1 2019 in Review

Leonard Rickey Investment Advisors sold out of ProShares Short 20+ Year Treasury ETF (TBF) in Q1 2019, closing a stake of 13,009 shares — an estimated $291K sold.

Leonard Rickey Investment Advisors first reported a position in TBF in Q4 2018 and held it in 1 quarter. The position peaked at $291K in Q4 2018. 68 funds tracked by Wall St. Rank hold TBF as of Q1 2019.

  • Leonard Rickey Investment Advisors reported no remaining ProShares Short 20+ Year Treasury ETF position as of Q1 2019 after selling out during the quarter.
  • Leonard Rickey Investment Advisors sold 13,009 ProShares Short 20+ Year Treasury ETF shares in Q1 2019, an estimated $291K.
  • Leonard Rickey Investment Advisors first reported a position in ProShares Short 20+ Year Treasury ETF in Q4 2018 and held it in 1 quarter.
  • Leonard Rickey Investment Advisors's ProShares Short 20+ Year Treasury ETF position peaked at $291K in Q4 2018.
  • 68 funds tracked by Wall St. Rank held ProShares Short 20+ Year Treasury ETF as of Q1 2019.

Based on Leonard Rickey Investment Advisors's 13F filing for Q1 2019, filed 10 Apr 2019.