SAG
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Sterne Agee Group’s ProShares Short 20+ Year Treasury ETF TBF Stock Holding History

Sterne Agee Group’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
2013
Q3 		– Sell
-124,332
Closed -$3.9M – 277
2013
Q2 		$3.9M Buy
+124,332
New +$3.7M 1.39% 11

Other funds holding TBF

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MFW
Meristem Family Wealth Minnetonka, Minnesota $925M AUM 14.15% 1-Year Est. Return
WIM
Weitz Investment Management Omaha, Nebraska $1.43B AUM 0.51% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
BSWMG
Barrington Strategic Wealth Management Group Chicago, Illinois $198M AUM 10.24% 1-Year Est. Return

Sterne Agee Group's TBF Position: Q3 2013 in Review

Sterne Agee Group sold out of ProShares Short 20+ Year Treasury ETF (TBF) in Q3 2013, closing a stake of 124,332 shares — an estimated $3.9M sold.

Sterne Agee Group first reported a position in TBF in Q2 2013 and held it in 1 quarter. The position peaked at $3.9M in Q2 2013. 91 funds tracked by Wall St. Rank hold TBF as of Q3 2013.

  • Sterne Agee Group reported no remaining ProShares Short 20+ Year Treasury ETF position as of Q3 2013 after selling out during the quarter.
  • Sterne Agee Group sold 124,332 ProShares Short 20+ Year Treasury ETF shares in Q3 2013, an estimated $3.9M.
  • Sterne Agee Group first reported a position in ProShares Short 20+ Year Treasury ETF in Q2 2013 and held it in 1 quarter.
  • Sterne Agee Group's ProShares Short 20+ Year Treasury ETF position peaked at $3.9M in Q2 2013.
  • 91 funds tracked by Wall St. Rank held ProShares Short 20+ Year Treasury ETF as of Q3 2013.

Based on Sterne Agee Group's 13F filing for Q3 2013, filed 15 Nov 2013.