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Raab & Moskowitz Asset Management’s ProShares Trust UltraShort Lehman 20+ Year Treasury TBT Stock Holding History

Raab & Moskowitz Asset Management’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
2015
Q1 		– Sell
-18
Closed -$1K – 334
2014
Q4 		$1K Buy
+18
New +$918 ﹤0.01% 470

Other funds holding TBT

NSLI
Nan Shan Life Insurance Taipei City, Taiwan $2.76B AUM 6.75% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
IWC
Integrated Wealth Counsel Carmel, California $46.5M AUM 7.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PAM
PVG Asset Management Golden, Colorado $173M AUM 64.51% 1-Year Est. Return
TAM
Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raab & Moskowitz Asset Management's TBT Position: Q1 2015 in Review

Raab & Moskowitz Asset Management sold out of ProShares Trust UltraShort Lehman 20+ Year Treasury (TBT) in Q1 2015, closing a stake of 18 shares — an estimated $1K sold.

Raab & Moskowitz Asset Management first reported a position in TBT in Q4 2014 and held it in 1 quarter. The position peaked at $1K in Q4 2014. 150 funds tracked by Wall St. Rank hold TBT as of Q1 2015.

  • Raab & Moskowitz Asset Management reported no remaining ProShares Trust UltraShort Lehman 20+ Year Treasury position as of Q1 2015 after selling out during the quarter.
  • Raab & Moskowitz Asset Management sold 18 ProShares Trust UltraShort Lehman 20+ Year Treasury shares in Q1 2015, an estimated $1K.
  • Raab & Moskowitz Asset Management first reported a position in ProShares Trust UltraShort Lehman 20+ Year Treasury in Q4 2014 and held it in 1 quarter.
  • Raab & Moskowitz Asset Management's ProShares Trust UltraShort Lehman 20+ Year Treasury position peaked at $1K in Q4 2014.
  • 150 funds tracked by Wall St. Rank held ProShares Trust UltraShort Lehman 20+ Year Treasury as of Q1 2015.

Based on Raab & Moskowitz Asset Management's 13F filing for Q1 2015, filed 12 May 2015.