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Private Asset Management’s ProShares Short 20+ Year Treasury ETF TBF Stock Holding History

Private Asset Management’s Portfolio TBF Stock Details TBF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-45,000
Closed -$1.05M – 147
2018
Q3 		$1.05M Hold
45,000
– – 0.17% 78
2018
Q2 		$1.02M Buy
+45,000
New +$1.04M 0.16% 79

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LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
TCM
Tuttle Capital Management Riverside, Connecticut $60.8M AUM 17.47% 1-Year Est. Return
HCM
Hudson Capital Management Ramsey, New Jersey $414M AUM 20.94% 1-Year Est. Return
TC
Telemus Capital Southfield, Michigan $1.21B AUM 23.28% 1-Year Est. Return

Private Asset Management's TBF Position: Q4 2018 in Review

Private Asset Management sold out of ProShares Short 20+ Year Treasury ETF (TBF) in Q4 2018, closing a stake of 45,000 shares — an estimated $1.05M sold.

Private Asset Management first reported a position in TBF in Q2 2018 and held it in 2 quarters. The position peaked at $1.05M in Q3 2018. 79 funds tracked by Wall St. Rank hold TBF as of Q4 2018.

  • Private Asset Management reported no remaining ProShares Short 20+ Year Treasury ETF position as of Q4 2018 after selling out during the quarter.
  • Private Asset Management sold 45,000 ProShares Short 20+ Year Treasury ETF shares in Q4 2018, an estimated $1.05M.
  • Private Asset Management first reported a position in ProShares Short 20+ Year Treasury ETF in Q2 2018 and held it in 2 quarters.
  • Private Asset Management's ProShares Short 20+ Year Treasury ETF position peaked at $1.05M in Q3 2018.
  • 79 funds tracked by Wall St. Rank held ProShares Short 20+ Year Treasury ETF as of Q4 2018.

Based on Private Asset Management's 13F filing for Q4 2018, filed 8 Jan 2019.