OneDigital Investment Advisors’s ProShares Trust UltraShort Lehman 20+ Year Treasury TBT Stock Holding History

OneDigital Investment Advisors’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	-100	Closed	-$4K	–	1224
2018 Q2	$4K	Hold	100	–	–	﹤0.01%	1206
2018 Q1	$4K	Hold	100	–	–	﹤0.01%	1199
2017 Q4	$3K	Buy	100 +75	+300%	+$2.61K	﹤0.01%	1148
2017 Q3	$1K	Sell	25 -1,255	-98%	-$44.3K	﹤0.01%	1015
2017 Q2	$46K	Buy	+1,280	New	+$47.4K	0.01%	499

Other funds holding TBT

Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

Kingfisher Capital Charlotte, North Carolina $437M AUM 41.72% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return

VAM

Verity Asset Management Durham, North Carolina $238M AUM 24.8% 1-Year Est. Return

OneDigital Investment Advisors's TBT Position: Q3 2018 in Review

OneDigital Investment Advisors sold out of ProShares Trust UltraShort Lehman 20+ Year Treasury (TBT) in Q3 2018, closing a stake of 100 shares — an estimated $4K sold.

OneDigital Investment Advisors first reported a position in TBT in Q2 2017 and held it in 5 quarters. The position peaked at $46K in Q2 2017. 112 funds tracked by Wall St. Rank hold TBT as of Q3 2018.

OneDigital Investment Advisors reported no remaining ProShares Trust UltraShort Lehman 20+ Year Treasury position as of Q3 2018 after selling out during the quarter.
OneDigital Investment Advisors sold 100 ProShares Trust UltraShort Lehman 20+ Year Treasury shares in Q3 2018, an estimated $4K.
OneDigital Investment Advisors first reported a position in ProShares Trust UltraShort Lehman 20+ Year Treasury in Q2 2017 and held it in 5 quarters.
OneDigital Investment Advisors's ProShares Trust UltraShort Lehman 20+ Year Treasury position peaked at $46K in Q2 2017.
112 funds tracked by Wall St. Rank held ProShares Trust UltraShort Lehman 20+ Year Treasury as of Q3 2018.

Based on OneDigital Investment Advisors's 13F filing for Q3 2018, filed 7 Nov 2018.