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National Planning Corporation’s ProShares Trust UltraShort Lehman 20+ Year Treasury TBT Stock Holding History

National Planning Corporation’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 		– Sell
-50
Closed -$2.13K – 1898
2014
Q4 		$2.13K Buy
+50
New +$2.55K ﹤0.01% 2574

Other funds holding TBT

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CS
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IWC
Integrated Wealth Counsel Carmel, California $46.5M AUM 7.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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 $1.66T AUM 25.57% 1-Year Est. Return

National Planning Corporation's TBT Position: Q1 2015 in Review

National Planning Corporation sold out of ProShares Trust UltraShort Lehman 20+ Year Treasury (TBT) in Q1 2015, closing a stake of 50 shares — an estimated $2.13K sold.

National Planning Corporation first reported a position in TBT in Q4 2014 and held it in 1 quarter. The position peaked at $2.13K in Q4 2014. 150 funds tracked by Wall St. Rank hold TBT as of Q1 2015.

  • National Planning Corporation reported no remaining ProShares Trust UltraShort Lehman 20+ Year Treasury position as of Q1 2015 after selling out during the quarter.
  • National Planning Corporation sold 50 ProShares Trust UltraShort Lehman 20+ Year Treasury shares in Q1 2015, an estimated $2.13K.
  • National Planning Corporation first reported a position in ProShares Trust UltraShort Lehman 20+ Year Treasury in Q4 2014 and held it in 1 quarter.
  • National Planning Corporation's ProShares Trust UltraShort Lehman 20+ Year Treasury position peaked at $2.13K in Q4 2014.
  • 150 funds tracked by Wall St. Rank held ProShares Trust UltraShort Lehman 20+ Year Treasury as of Q1 2015.

Based on National Planning Corporation's 13F filing for Q1 2015, filed 12 May 2015.