Next Financial Group’s ProShares Short 7-10 Year Treasury TBX Stock Holding History

Next Financial Group’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
2015 Q2	–	Sell	-134	Closed	-$3K	–	1953
2015 Q1	$3K	Sell	134 -448	-77%	-$13.4K	﹤0.01%	1629
2014 Q4	$18K	Sell	582 -715	-55%	-$22K	0.01%	1019
2014 Q3	$41K	Buy	+1,297	New	+$41K	0.01%	1052

Other funds holding TBX

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

AIG

American International Group New York $2.93M AUM 12.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

RBC

Roble Belko & Company Sewickley, Pennsylvania $925M AUM 19.7% 1-Year Est. Return

Next Financial Group's TBX Position: Q2 2015 in Review

Next Financial Group sold out of ProShares Short 7-10 Year Treasury (TBX) in Q2 2015, closing a stake of 134 shares — an estimated $3K sold.

Next Financial Group first reported a position in TBX in Q3 2014 and held it in 3 quarters. The position peaked at $41K in Q3 2014. 10 funds tracked by Wall St. Rank hold TBX as of Q2 2015.

Next Financial Group reported no remaining ProShares Short 7-10 Year Treasury position as of Q2 2015 after selling out during the quarter.
Next Financial Group sold 134 ProShares Short 7-10 Year Treasury shares in Q2 2015, an estimated $3K.
Next Financial Group first reported a position in ProShares Short 7-10 Year Treasury in Q3 2014 and held it in 3 quarters.
Next Financial Group's ProShares Short 7-10 Year Treasury position peaked at $41K in Q3 2014.
10 funds tracked by Wall St. Rank held ProShares Short 7-10 Year Treasury as of Q2 2015.

Based on Next Financial Group's 13F filing for Q2 2015, filed 29 Jul 2015.