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Mariner Wealth Advisors (NYC)’s ProShares Trust UltraShort Lehman 20+ Year Treasury TBT Stock Holding History

Mariner Wealth Advisors (NYC)’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
Q1 		$157K Buy
+3,750
New +$160K 0.08% 72

Other funds holding TBT

NSLI
Nan Shan Life Insurance Taipei City, Taiwan $3.19B AUM 24.42% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
IWC
Integrated Wealth Counsel Carmel, California $46.5M AUM 7.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PAM
PVG Asset Management Golden, Colorado $173M AUM 64.51% 1-Year Est. Return
TAM
Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Mariner Wealth Advisors (NYC)'s TBT Position: Q1 2015 in Review

Mariner Wealth Advisors (NYC) opened a new position in ProShares Trust UltraShort Lehman 20+ Year Treasury (TBT) in Q1 2015: 3,750 shares worth $157K. The stake represents 0.08% of the portfolio and ranks #72 among its holdings.

150 funds tracked by Wall St. Rank hold TBT as of Q1 2015.

  • Mariner Wealth Advisors (NYC) held 3,750 shares of ProShares Trust UltraShort Lehman 20+ Year Treasury worth $157K as of Q1 2015.
  • ProShares Trust UltraShort Lehman 20+ Year Treasury was a new Mariner Wealth Advisors (NYC) position in Q1 2015.
  • ProShares Trust UltraShort Lehman 20+ Year Treasury made up 0.08% of Mariner Wealth Advisors (NYC)'s portfolio in Q1 2015, its #72 holding.
  • 150 funds tracked by Wall St. Rank held ProShares Trust UltraShort Lehman 20+ Year Treasury as of Q1 2015.

Based on Mariner Wealth Advisors (NYC)'s 13F filing for Q1 2015, filed 14 May 2015.