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Plante Moran Financial Advisors’s ProShares Trust UltraShort Lehman 20+ Year Treasury TBT Stock Holding History

Plante Moran Financial 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
2019
Q2 		– Sell
-400
Closed -$13K – 840
2019
Q1 		$13K Hold
400
– – ﹤0.01% 528
2018
Q4 		$14K Buy
+400
New +$15.6K ﹤0.01% 467

Other funds holding TBT

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return
TCM
Tuttle Capital Management Riverside, Connecticut $148M AUM 64.07% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
ECM
ExodusPoint Capital Management New York $15.5B AUM 38.81% 1-Year Est. Return
RA
Raffles Associates New York $117M AUM 22.1% 1-Year Est. Return
CA
Cumberland Advisors Sarasota, Florida $284M AUM 27.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Plante Moran Financial Advisors's TBT Position: Q2 2019 in Review

Plante Moran Financial Advisors sold out of ProShares Trust UltraShort Lehman 20+ Year Treasury (TBT) in Q2 2019, closing a stake of 400 shares — an estimated $13K sold.

Plante Moran Financial Advisors first reported a position in TBT in Q4 2018 and held it in 2 quarters. The position peaked at $14K in Q4 2018. 91 funds tracked by Wall St. Rank hold TBT as of Q2 2019.

  • Plante Moran Financial Advisors reported no remaining ProShares Trust UltraShort Lehman 20+ Year Treasury position as of Q2 2019 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 400 ProShares Trust UltraShort Lehman 20+ Year Treasury shares in Q2 2019, an estimated $13K.
  • Plante Moran Financial Advisors first reported a position in ProShares Trust UltraShort Lehman 20+ Year Treasury in Q4 2018 and held it in 2 quarters.
  • Plante Moran Financial Advisors's ProShares Trust UltraShort Lehman 20+ Year Treasury position peaked at $14K in Q4 2018.
  • 91 funds tracked by Wall St. Rank held ProShares Trust UltraShort Lehman 20+ Year Treasury as of Q2 2019.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2019, filed 13 Aug 2019.