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Meristem Family Wealth’s ProShares Trust UltraShort Lehman 20+ Year Treasury TBT Stock Holding History

Meristem Family Wealth’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
Q4 		– Sell
-7,809
Closed -$299K – 153
2018
Q3 		$299K Buy
7,809
+697
+10% +$25.6K 0.1% 110
2018
Q2 		$256K Buy
+7,112
New +$266K 0.09% 114

Other funds holding TBT

BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 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
SFS
Sowell Financial Services North Little Rock, Arkansas $2.7B AUM 22.62% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
BFIC
Bedell Frazier Investment Counselling Walnut Creek, California $495M AUM 29.32% 1-Year Est. Return
CA
Cumberland Advisors Sarasota, Florida $255M AUM 23.24% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Meristem Family Wealth's TBT Position: Q4 2018 in Review

Meristem Family Wealth sold out of ProShares Trust UltraShort Lehman 20+ Year Treasury (TBT) in Q4 2018, closing a stake of 7,809 shares — an estimated $299K sold.

Meristem Family Wealth first reported a position in TBT in Q2 2018 and held it in 2 quarters. The position peaked at $299K in Q3 2018. 116 funds tracked by Wall St. Rank hold TBT as of Q4 2018.

  • Meristem Family Wealth reported no remaining ProShares Trust UltraShort Lehman 20+ Year Treasury position as of Q4 2018 after selling out during the quarter.
  • Meristem Family Wealth sold 7,809 ProShares Trust UltraShort Lehman 20+ Year Treasury shares in Q4 2018, an estimated $299K.
  • Meristem Family Wealth first reported a position in ProShares Trust UltraShort Lehman 20+ Year Treasury in Q2 2018 and held it in 2 quarters.
  • Meristem Family Wealth's ProShares Trust UltraShort Lehman 20+ Year Treasury position peaked at $299K in Q3 2018.
  • 116 funds tracked by Wall St. Rank held ProShares Trust UltraShort Lehman 20+ Year Treasury as of Q4 2018.

Based on Meristem Family Wealth's 13F filing for Q4 2018, filed 7 Feb 2019.