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Patten Group’s ProShares Trust UltraShort Lehman 20+ Year Treasury TBT Stock Holding History

Patten Group’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
2019
Q1 		– Sell
-1,220
Closed -$43K – 488
2018
Q4 		$43K Hold
1,220
– – 0.02% 301
2018
Q3 		$47K Hold
1,220
– – 0.02% 328
2018
Q2 		$44K Hold
1,220
– – 0.02% 337
2018
Q1 		$44K Hold
1,220
– – 0.02% 339
2017
Q4 		$41K Buy
+1,220
New +$42.5K 0.02% 357
2017
Q3 		– Sell
-1,220
Closed -$44K – 645
2017
Q2 		$44K Sell
1,220
-18
-1% -$666 0.02% 335
2017
Q1 		$48K Hold
1,238
– – 0.02% 317
2016
Q4 		$50K Buy
+1,238
New +$46.8K 0.02% 306

Other funds holding TBT

BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 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
CA
Cumberland Advisors Sarasota, Florida $255M AUM 23.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VAM
Verity Asset Management Durham, North Carolina $238M AUM 24.8% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
CA
Commerzbank Aktiengesellschaft Frankfurt, Germany $4.78B AUM 25.31% 1-Year Est. Return

Patten Group's TBT Position: Q1 2019 in Review

Patten Group sold out of ProShares Trust UltraShort Lehman 20+ Year Treasury (TBT) in Q1 2019, closing a stake of 1,220 shares — an estimated $43K sold.

Patten Group first reported a position in TBT in Q4 2016 and held it in 8 quarters. The position peaked at $50K in Q4 2016. 101 funds tracked by Wall St. Rank hold TBT as of Q1 2019.

  • Patten Group reported no remaining ProShares Trust UltraShort Lehman 20+ Year Treasury position as of Q1 2019 after selling out during the quarter.
  • Patten Group sold 1,220 ProShares Trust UltraShort Lehman 20+ Year Treasury shares in Q1 2019, an estimated $43K.
  • Patten Group first reported a position in ProShares Trust UltraShort Lehman 20+ Year Treasury in Q4 2016 and held it in 8 quarters.
  • Patten Group's ProShares Trust UltraShort Lehman 20+ Year Treasury position peaked at $50K in Q4 2016.
  • 101 funds tracked by Wall St. Rank held ProShares Trust UltraShort Lehman 20+ Year Treasury as of Q1 2019.

Based on Patten Group's 13F filing for Q1 2019, filed 14 May 2019.