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M.D. Sass LLC’s ProShares Short 7-10 Year Treasury TBX Stock Holding History

M.D. Sass LLC’s Portfolio TBX Stock Details TBX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-183,908
Closed -$5.8M – 64
2014
Q3 		$5.8M Buy
183,908
+25,908
+16% +$820K 0.36% 37
2014
Q2 		$5.03M Hold
158,000
– – 0.3% 30
2014
Q1 		$5.17M Buy
158,000
+40,500
+34% +$1.33M 0.34% 33
2013
Q4 		$3.99M Buy
117,500
+84,900
+260% +$2.82M 0.28% 32
2013
Q3 		$1.08M Hold
32,600
– – 0.09% 39
2013
Q2 		$1.09M Buy
+32,600
New +$1.05M 0.09% 48

Other funds holding TBX

RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Jane Street
Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return
MC
Mathes Company New York $274M AUM 33.72% 1-Year Est. Return
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return