TCI Wealth Advisors’s ProShares Trust UltraShort Lehman 20+ Year Treasury TBT Stock Holding History

TCI Wealth 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
2017 Q4	–	Sell	-125	Closed	-$4K	–	1419
2017 Q3	$4K	Hold	125	–	–	﹤0.01%	799
2017 Q2	$4K	Hold	125	–	–	﹤0.01%	828
2017 Q1	$5K	Hold	125	–	–	﹤0.01%	727
2016 Q4	$5K	Hold	125	–	–	﹤0.01%	787
2016 Q3	$4K	Hold	125	–	–	﹤0.01%	807
2016 Q2	$4K	Hold	125	–	–	﹤0.01%	793
2016 Q1	$5K	Hold	125	–	–	﹤0.01%	733
2015 Q4	$6K	Hold	125	–	–	﹤0.01%	689
2015 Q3	$5K	Hold	125	–	–	﹤0.01%	641
2015 Q2	$6K	Hold	125	–	–	﹤0.01%	617
2015 Q1	$5K	Buy	+125	New	+$5.33K	﹤0.01%	582

Other funds holding TBT

NSLI

Nan Shan Life Insurance Taipei City, Taiwan $2.76B AUM 6.75% 1-Year Est. Return

Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return

CCM

Cobalt Capital Management Short Hills, New Jersey $179M AUM 42.31% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

MVP

Miller Value Partners Sarasota, Florida $383M AUM 38.57% 1-Year Est. Return

QFA

Quattro Financial Advisors The Woodlands, Texas $468M AUM 13.49% 1-Year Est. Return

TAM

Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return

PSCM

Prince Street Capital Management New York $40.3M AUM 0.66% 1-Year Est. Return

Terril Brothers St. Louis, Missouri $366M AUM 29.25% 1-Year Est. Return

Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return

TCI Wealth Advisors's TBT Position: Q4 2017 in Review

TCI Wealth Advisors sold out of ProShares Trust UltraShort Lehman 20+ Year Treasury (TBT) in Q4 2017, closing a stake of 125 shares — an estimated $4K sold.

TCI Wealth Advisors first reported a position in TBT in Q1 2015 and held it in 11 quarters. The position peaked at $6K in Q4 2015. 143 funds tracked by Wall St. Rank hold TBT as of Q4 2017.

TCI Wealth Advisors reported no remaining ProShares Trust UltraShort Lehman 20+ Year Treasury position as of Q4 2017 after selling out during the quarter.
TCI Wealth Advisors sold 125 ProShares Trust UltraShort Lehman 20+ Year Treasury shares in Q4 2017, an estimated $4K.
TCI Wealth Advisors first reported a position in ProShares Trust UltraShort Lehman 20+ Year Treasury in Q1 2015 and held it in 11 quarters.
TCI Wealth Advisors's ProShares Trust UltraShort Lehman 20+ Year Treasury position peaked at $6K in Q4 2015.
143 funds tracked by Wall St. Rank held ProShares Trust UltraShort Lehman 20+ Year Treasury as of Q4 2017.

Based on TCI Wealth Advisors's 13F filing for Q4 2017, filed 1 Feb 2018.