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

Quattro 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
2018
Q2 		– Sell
-3,293
Closed -$122K – 84
2018
Q1 		$122K Sell
3,293
-207,134
-98% -$7.7M 0.05% 56
2017
Q4 		$7.59M Buy
+210,427
New +$7.33M 2.1% 20

Other funds holding TBT

TB
Terril Brothers St. Louis, Missouri $388M AUM 29.38% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
MVP
Miller Value Partners Sarasota, Florida $423M AUM 49.14% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
RA
Raffles Associates New York $117M AUM 22.1% 1-Year Est. Return
BFIC
Bedell Frazier Investment Counselling Walnut Creek, California $495M AUM 29.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
KC
Kingfisher Capital Charlotte, North Carolina $437M AUM 41.72% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
WI
Wafra Inc New York $5.88M AUM 19.88% 1-Year Est. Return

Quattro Financial Advisors's TBT Position: Q2 2018 in Review

Quattro Financial Advisors sold out of ProShares Trust UltraShort Lehman 20+ Year Treasury (TBT) in Q2 2018, closing a stake of 3,293 shares — an estimated $122K sold.

Quattro Financial Advisors first reported a position in TBT in Q4 2017 and held it in 2 quarters. The position peaked at $7.59M in Q4 2017. 130 funds tracked by Wall St. Rank hold TBT as of Q2 2018.

  • Quattro Financial Advisors reported no remaining ProShares Trust UltraShort Lehman 20+ Year Treasury position as of Q2 2018 after selling out during the quarter.
  • Quattro Financial Advisors sold 3,293 ProShares Trust UltraShort Lehman 20+ Year Treasury shares in Q2 2018, an estimated $122K.
  • Quattro Financial Advisors first reported a position in ProShares Trust UltraShort Lehman 20+ Year Treasury in Q4 2017 and held it in 2 quarters.
  • Quattro Financial Advisors's ProShares Trust UltraShort Lehman 20+ Year Treasury position peaked at $7.59M in Q4 2017.
  • 130 funds tracked by Wall St. Rank held ProShares Trust UltraShort Lehman 20+ Year Treasury as of Q2 2018.

Based on Quattro Financial Advisors's 13F filing for Q2 2018, filed 11 Jul 2018.