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MassMutual Private Wealth & Trust’s ProShares Trust UltraShort Lehman 20+ Year Treasury TBT Stock Holding History

MassMutual Private Wealth & Trust’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
2018
Q3 		– Sell
-107
Closed -$3.85K – 1094
2018
Q2 		$3.85K Hold
107
– – ﹤0.01% 773
2018
Q1 		$3.88K Buy
+107
New +$3.98K ﹤0.01% 750

Other funds holding TBT

BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return
BFIC
Bedell Frazier Investment Counselling Walnut Creek, California $495M AUM 29.32% 1-Year Est. Return
KC
Kingfisher Capital Charlotte, North Carolina $437M AUM 41.72% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $1.93B AUM 18.43% 1-Year Est. Return
VAM
Verity Asset Management Durham, North Carolina $238M AUM 24.8% 1-Year Est. Return

MassMutual Private Wealth & Trust's TBT Position: Q3 2018 in Review

MassMutual Private Wealth & Trust sold out of ProShares Trust UltraShort Lehman 20+ Year Treasury (TBT) in Q3 2018, closing a stake of 107 shares — an estimated $3.85K sold.

MassMutual Private Wealth & Trust first reported a position in TBT in Q1 2018 and held it in 2 quarters. The position peaked at $3.88K in Q1 2018. 112 funds tracked by Wall St. Rank hold TBT as of Q3 2018.

  • MassMutual Private Wealth & Trust reported no remaining ProShares Trust UltraShort Lehman 20+ Year Treasury position as of Q3 2018 after selling out during the quarter.
  • MassMutual Private Wealth & Trust sold 107 ProShares Trust UltraShort Lehman 20+ Year Treasury shares in Q3 2018, an estimated $3.85K.
  • MassMutual Private Wealth & Trust first reported a position in ProShares Trust UltraShort Lehman 20+ Year Treasury in Q1 2018 and held it in 2 quarters.
  • MassMutual Private Wealth & Trust's ProShares Trust UltraShort Lehman 20+ Year Treasury position peaked at $3.88K in Q1 2018.
  • 112 funds tracked by Wall St. Rank held ProShares Trust UltraShort Lehman 20+ Year Treasury as of Q3 2018.

Based on MassMutual Private Wealth & Trust's 13F filing for Q3 2018, filed 9 Nov 2018.