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Pinnacle Wealth Planning Services’s ProShares Trust UltraShort Lehman 20+ Year Treasury TBT Stock Holding History

Pinnacle Wealth Planning Services’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
2021
Q1 		– Sell
-2
Closed – – 1754
2020
Q4 		$0 Buy
+2
New +$33 ﹤0.01% 2310

Other funds holding TBT

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KCM
Kornitzer Capital Management Shawnee Mission, Kansas $4.65B AUM 23.83% 1-Year Est. Return
KIA
KCM Investment Advisors Greenbrae, California $3.01B AUM 21.97% 1-Year Est. Return
PCP
Proficio Capital Partners Newton, Massachusetts $1.87B AUM 30.54% 1-Year Est. Return
EW
Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
KC
Kingfisher Capital Charlotte, North Carolina $437M AUM 41.72% 1-Year Est. Return
Parallax Volatility Advisers
Parallax Volatility Advisers San Francisco, California $38.6B AUM 45.89% 1-Year Est. Return
LC
Littlejohn & Co Greenwich, Connecticut $106M AUM 7.38% 1-Year Est. Return

Pinnacle Wealth Planning Services's TBT Position: Q1 2021 in Review

Pinnacle Wealth Planning Services sold out of ProShares Trust UltraShort Lehman 20+ Year Treasury (TBT) in Q1 2021, closing a stake of 2 shares.

Pinnacle Wealth Planning Services first reported a position in TBT in Q4 2020 and held it in 1 quarter. The position peaked at $0 in Q4 2020. 114 funds tracked by Wall St. Rank hold TBT as of Q1 2021.

  • Pinnacle Wealth Planning Services reported no remaining ProShares Trust UltraShort Lehman 20+ Year Treasury position as of Q1 2021 after selling out during the quarter.
  • Pinnacle Wealth Planning Services sold 2 ProShares Trust UltraShort Lehman 20+ Year Treasury shares in Q1 2021.
  • Pinnacle Wealth Planning Services first reported a position in ProShares Trust UltraShort Lehman 20+ Year Treasury in Q4 2020 and held it in 1 quarter.
  • Pinnacle Wealth Planning Services's ProShares Trust UltraShort Lehman 20+ Year Treasury position peaked at $0 in Q4 2020.
  • 114 funds tracked by Wall St. Rank held ProShares Trust UltraShort Lehman 20+ Year Treasury as of Q1 2021.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2021, filed 29 Apr 2021.