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Regal Investment Advisors’s ProShares Short 20+ Year Treasury ETF TBF Stock Holding History

Regal Investment Advisors’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
2015
Q4 		– Sell
-86
Closed -$2K – 804
2015
Q3 		$2K Buy
+86
New +$2.16K ﹤0.01% 951
2014
Q2 		– Sell
-2,403
Closed -$73K – 948
2014
Q1 		$73K Sell
2,403
-95
-4% -$2.97K 0.03% 305
2013
Q4 		$82K Buy
2,498
+698
+39% +$22.6K 0.05% 232
2013
Q3 		$58K Buy
+1,800
New +$58.4K 0.03% 284

Other funds holding TBF

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JG
Jefferies Group New York $12B AUM 6.2% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
TPW
Tiller Private Wealth Bethlehem, Pennsylvania $281M AUM 16.29% 1-Year Est. Return
BSWMG
Barrington Strategic Wealth Management Group Chicago, Illinois $198M AUM 10.24% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Regal Investment Advisors's TBF Position: Q4 2015 in Review

Regal Investment Advisors sold out of ProShares Short 20+ Year Treasury ETF (TBF) in Q4 2015, closing a stake of 86 shares — an estimated $2K sold.

Regal Investment Advisors first reported a position in TBF in Q3 2013 and held it in 4 quarters. The position peaked at $82K in Q4 2013. 76 funds tracked by Wall St. Rank hold TBF as of Q4 2015.

  • Regal Investment Advisors reported no remaining ProShares Short 20+ Year Treasury ETF position as of Q4 2015 after selling out during the quarter.
  • Regal Investment Advisors sold 86 ProShares Short 20+ Year Treasury ETF shares in Q4 2015, an estimated $2K.
  • Regal Investment Advisors first reported a position in ProShares Short 20+ Year Treasury ETF in Q3 2013 and held it in 4 quarters.
  • Regal Investment Advisors's ProShares Short 20+ Year Treasury ETF position peaked at $82K in Q4 2013.
  • 76 funds tracked by Wall St. Rank held ProShares Short 20+ Year Treasury ETF as of Q4 2015.

Based on Regal Investment Advisors's 13F filing for Q4 2015, filed 8 Feb 2016.