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

Piershale Financial 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
2013
Q4 		– Sell
-254
Closed -$36K – 162
2013
Q3 		$36K Sell
254
-268
-51% -$20.7K 0.03% 47
2013
Q2 		$38K Buy
+522
New +$34K 0.07% 34

Other funds holding TBT

Susquehanna International Group
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Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.61B AUM 19.97% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BOTW
Bank of the West Monterey Park, California $851M AUM 15.39% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
AAP
Ardsley Advisory Partners Stamford, Connecticut $960M AUM 207.76% 1-Year Est. Return
CCM
Cobalt Capital Management Short Hills, New Jersey $179M AUM 42.31% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Piershale Financial Group's TBT Position: Q4 2013 in Review

Piershale Financial Group sold out of ProShares Trust UltraShort Lehman 20+ Year Treasury (TBT) in Q4 2013, closing a stake of 254 shares — an estimated $36K sold.

Piershale Financial Group first reported a position in TBT in Q2 2013 and held it in 2 quarters. The position peaked at $38K in Q2 2013. 168 funds tracked by Wall St. Rank hold TBT as of Q4 2013.

  • Piershale Financial Group reported no remaining ProShares Trust UltraShort Lehman 20+ Year Treasury position as of Q4 2013 after selling out during the quarter.
  • Piershale Financial Group sold 254 ProShares Trust UltraShort Lehman 20+ Year Treasury shares in Q4 2013, an estimated $36K.
  • Piershale Financial Group first reported a position in ProShares Trust UltraShort Lehman 20+ Year Treasury in Q2 2013 and held it in 2 quarters.
  • Piershale Financial Group's ProShares Trust UltraShort Lehman 20+ Year Treasury position peaked at $38K in Q2 2013.
  • 168 funds tracked by Wall St. Rank held ProShares Trust UltraShort Lehman 20+ Year Treasury as of Q4 2013.

Based on Piershale Financial Group's 13F filing for Q4 2013, filed 4 Feb 2014.