Psagot Value Holdings’s ProShares Short 7-10 Year Treasury TBX Stock Holding History

Psagot Value Holdings’s Portfolio TBX Stock Details TBX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q1	–	Sell	-10,084	Closed	-$308K	–	373
2014 Q4	$308K	Buy	10,084 +8,300	+465%	+$256K	0.01%	202
2014 Q3	$56K	Hold	1,784	–	–	﹤0.01%	285
2014 Q2	$57K	Hold	1,784	–	–	﹤0.01%	293
2014 Q1	$58K	Hold	1,784	–	–	﹤0.01%	356
2013 Q4	$61K	Hold	1,784	–	–	﹤0.01%	353
2013 Q3	$59K	Buy	+1,784	New	+$60.1K	﹤0.01%	370

Other funds holding TBX

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

AIG

American International Group New York $609M AUM 23.67% 1-Year Est. Return

JIC

Joel Isaacson & Co New York $3.02B AUM 21.81% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

NFG

Next Financial Group Houston, Texas $1.52B AUM 20.14% 1-Year Est. Return

RBC

Roble Belko & Company Sewickley, Pennsylvania $787M AUM 16.42% 1-Year Est. Return

Psagot Value Holdings's TBX Position: Q1 2015 in Review

Psagot Value Holdings sold out of ProShares Short 7-10 Year Treasury (TBX) in Q1 2015, closing a stake of 10,084 shares — an estimated $308K sold.

Psagot Value Holdings first reported a position in TBX in Q3 2013 and held it in 6 quarters. The position peaked at $308K in Q4 2014. 11 funds tracked by Wall St. Rank hold TBX as of Q1 2015.

Psagot Value Holdings reported no remaining ProShares Short 7-10 Year Treasury position as of Q1 2015 after selling out during the quarter.
Psagot Value Holdings sold 10,084 ProShares Short 7-10 Year Treasury shares in Q1 2015, an estimated $308K.
Psagot Value Holdings first reported a position in ProShares Short 7-10 Year Treasury in Q3 2013 and held it in 6 quarters.
Psagot Value Holdings's ProShares Short 7-10 Year Treasury position peaked at $308K in Q4 2014.
11 funds tracked by Wall St. Rank held ProShares Short 7-10 Year Treasury as of Q1 2015.

Based on Psagot Value Holdings's 13F filing for Q1 2015, filed 6 May 2015.