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Simply Money Advisors’s ProShares Trust UltraShort Lehman 20+ Year Treasury TBT Stock Holding History

Simply Money 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
2013
Q3 		– Sell
-125
Closed -$9K – 331
2013
Q2 		$9K Buy
+125
New +$8.15K ﹤0.01% 178

Other funds holding TBT

Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BOTW
Bank of the West Monterey Park, California $851M AUM 15.39% 1-Year Est. Return
CCM
Cobalt Capital Management Short Hills, New Jersey $179M AUM 42.31% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
BCM
BBT Capital Management Fort Worth, Texas $85.5M AUM 11.09% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

Simply Money Advisors's TBT Position: Q3 2013 in Review

Simply Money Advisors sold out of ProShares Trust UltraShort Lehman 20+ Year Treasury (TBT) in Q3 2013, closing a stake of 125 shares — an estimated $9K sold.

Simply Money Advisors first reported a position in TBT in Q2 2013 and held it in 1 quarter. The position peaked at $9K in Q2 2013. 147 funds tracked by Wall St. Rank hold TBT as of Q3 2013.

  • Simply Money Advisors reported no remaining ProShares Trust UltraShort Lehman 20+ Year Treasury position as of Q3 2013 after selling out during the quarter.
  • Simply Money Advisors sold 125 ProShares Trust UltraShort Lehman 20+ Year Treasury shares in Q3 2013, an estimated $9K.
  • Simply Money Advisors first reported a position in ProShares Trust UltraShort Lehman 20+ Year Treasury in Q2 2013 and held it in 1 quarter.
  • Simply Money Advisors's ProShares Trust UltraShort Lehman 20+ Year Treasury position peaked at $9K in Q2 2013.
  • 147 funds tracked by Wall St. Rank held ProShares Trust UltraShort Lehman 20+ Year Treasury as of Q3 2013.

Based on Simply Money Advisors's 13F filing for Q3 2013, filed 15 Oct 2013.