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SFMG Wealth Advisors’s ProShares Short 20+ Year Treasury ETF TBF Stock Holding History

SFMG Wealth 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
Q1 		– Sell
-8,720
Closed -$219K – 186
2014
Q4 		$219K Buy
+8,720
New +$230K 0.05% 108

Other funds holding TBF

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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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

SFMG Wealth Advisors's TBF Position: Q1 2015 in Review

SFMG Wealth Advisors sold out of ProShares Short 20+ Year Treasury ETF (TBF) in Q1 2015, closing a stake of 8,720 shares — an estimated $219K sold.

SFMG Wealth Advisors first reported a position in TBF in Q4 2014 and held it in 1 quarter. The position peaked at $219K in Q4 2014. 82 funds tracked by Wall St. Rank hold TBF as of Q1 2015.

  • SFMG Wealth Advisors reported no remaining ProShares Short 20+ Year Treasury ETF position as of Q1 2015 after selling out during the quarter.
  • SFMG Wealth Advisors sold 8,720 ProShares Short 20+ Year Treasury ETF shares in Q1 2015, an estimated $219K.
  • SFMG Wealth Advisors first reported a position in ProShares Short 20+ Year Treasury ETF in Q4 2014 and held it in 1 quarter.
  • SFMG Wealth Advisors's ProShares Short 20+ Year Treasury ETF position peaked at $219K in Q4 2014.
  • 82 funds tracked by Wall St. Rank held ProShares Short 20+ Year Treasury ETF as of Q1 2015.

Based on SFMG Wealth Advisors's 13F filing for Q1 2015, filed 11 May 2015.