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Polaris Wealth Advisory Group’s ProShares Trust UltraShort Lehman 20+ Year Treasury TBT Stock Holding History

Polaris Wealth Advisory 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
2014
Q1 		– Sell
-165
Closed -$13K – 197
2013
Q4 		$13K Buy
+165
New +$12.6K ﹤0.01% 137

Other funds holding TBT

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
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
ACM
Aviance Capital Management Sarasota, Florida $668M AUM 6.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
BOTW
Bank of the West Monterey Park, California $851M AUM 15.39% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
CA
Commerzbank Aktiengesellschaft Frankfurt, Germany $4.78B AUM 25.31% 1-Year Est. Return

Polaris Wealth Advisory Group's TBT Position: Q1 2014 in Review

Polaris Wealth Advisory Group sold out of ProShares Trust UltraShort Lehman 20+ Year Treasury (TBT) in Q1 2014, closing a stake of 165 shares — an estimated $13K sold.

Polaris Wealth Advisory Group first reported a position in TBT in Q4 2013 and held it in 1 quarter. The position peaked at $13K in Q4 2013. 165 funds tracked by Wall St. Rank hold TBT as of Q1 2014.

  • Polaris Wealth Advisory Group reported no remaining ProShares Trust UltraShort Lehman 20+ Year Treasury position as of Q1 2014 after selling out during the quarter.
  • Polaris Wealth Advisory Group sold 165 ProShares Trust UltraShort Lehman 20+ Year Treasury shares in Q1 2014, an estimated $13K.
  • Polaris Wealth Advisory Group first reported a position in ProShares Trust UltraShort Lehman 20+ Year Treasury in Q4 2013 and held it in 1 quarter.
  • Polaris Wealth Advisory Group's ProShares Trust UltraShort Lehman 20+ Year Treasury position peaked at $13K in Q4 2013.
  • 165 funds tracked by Wall St. Rank held ProShares Trust UltraShort Lehman 20+ Year Treasury as of Q1 2014.

Based on Polaris Wealth Advisory Group's 13F filing for Q1 2014, filed 28 Apr 2014.