SXL
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Summit X LLC’s ProShares Short 20+ Year Treasury ETF TBF Stock Holding History

Summit X LLC’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
2017
Q4 		– Sell
-20,522
Closed -$461K – 191
2017
Q3 		$461K Buy
20,522
+2,282
+13% +$50.9K 0.31% 93
2017
Q2 		$411K Buy
+18,240
New +$416K 0.29% 106

Other funds holding TBF

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return
HWA
HCR Wealth Advisors Los Angeles, California $1.12B AUM 33.13% 1-Year Est. Return
EDRH
Edmond de Rothschild Holding Chambesy, Switzerland $7.59B AUM 23.44% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
ACM
Aviance Capital Management Sarasota, Florida $668M AUM 6.48% 1-Year Est. Return

Summit X LLC's TBF Position: Q4 2017 in Review

Summit X LLC sold out of ProShares Short 20+ Year Treasury ETF (TBF) in Q4 2017, closing a stake of 20,522 shares — an estimated $461K sold.

Summit X LLC first reported a position in TBF in Q2 2017 and held it in 2 quarters. The position peaked at $461K in Q3 2017. 78 funds tracked by Wall St. Rank hold TBF as of Q4 2017.

  • Summit X LLC reported no remaining ProShares Short 20+ Year Treasury ETF position as of Q4 2017 after selling out during the quarter.
  • Summit X LLC sold 20,522 ProShares Short 20+ Year Treasury ETF shares in Q4 2017, an estimated $461K.
  • Summit X LLC first reported a position in ProShares Short 20+ Year Treasury ETF in Q2 2017 and held it in 2 quarters.
  • Summit X LLC's ProShares Short 20+ Year Treasury ETF position peaked at $461K in Q3 2017.
  • 78 funds tracked by Wall St. Rank held ProShares Short 20+ Year Treasury ETF as of Q4 2017.

Based on Summit X LLC's 13F filing for Q4 2017, filed 23 Jan 2018.