Transamerica Financial Advisors’s ProShares Short 20+ Year Treasury ETF TBF Stock Holding History

Transamerica Financial 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
2018 Q2	–	Sell	-447	Closed	-$11K	–	533
2018 Q1	$11K	Buy	447 +446	+44,600%	+$10.2K	﹤0.01%	265
2017 Q4	$1K	Buy	+1	New	+$22	﹤0.01%	398
2017 Q3	–	Sell	-1	Closed	-$1K	–	437
2017 Q2	$1K	Sell	1 -1,545	-100%	-$35.3K	﹤0.01%	370
2017 Q1	$37K	Buy	1,546 +282	+22%	+$6.68K	﹤0.01%	232
2016 Q4	$31K	Buy	+1,264	New	+$29K	﹤0.01%	230
2016 Q3	–	Sell	-1	Closed	-$1K	–	435
2016 Q2	$1K	Buy	+1	New	+$22	﹤0.01%	373
2015 Q3	–	Sell	-25	Closed	-$1K	–	915
2015 Q2	$1K	Buy	+25	New	+$634	﹤0.01%	853
2014 Q4	–	Sell	-1	Closed	-$1K	–	760
2014 Q3	$1K	Hold	1	–	–	﹤0.01%	649
2014 Q2	$1K	Hold	1	–	–	﹤0.01%	655
2014 Q1	$1K	Sell	1 -37	-97%	-$1.16K	﹤0.01%	617
2013 Q4	$2K	Sell	38 -29	-43%	-$937	﹤0.01%	543
2013 Q3	$3K	Buy	+67	New	+$2.17K	﹤0.01%	531

Other funds holding TBF

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SMM

Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return

Conning Inc Hartford, Connecticut $3.01B AUM 16.23% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

DRS

Deane Retirement Strategies New Orleans, Louisiana $236M AUM 22.39% 1-Year Est. Return

William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

HWA

HCR Wealth Advisors Los Angeles, California $1.12B AUM 33.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Transamerica Financial Advisors's TBF Position: Q2 2018 in Review

Transamerica Financial Advisors sold out of ProShares Short 20+ Year Treasury ETF (TBF) in Q2 2018, closing a stake of 447 shares — an estimated $11K sold.

Transamerica Financial Advisors first reported a position in TBF in Q3 2013 and held it in 12 quarters. The position peaked at $37K in Q1 2017. 84 funds tracked by Wall St. Rank hold TBF as of Q2 2018.

Transamerica Financial Advisors reported no remaining ProShares Short 20+ Year Treasury ETF position as of Q2 2018 after selling out during the quarter.
Transamerica Financial Advisors sold 447 ProShares Short 20+ Year Treasury ETF shares in Q2 2018, an estimated $11K.
Transamerica Financial Advisors first reported a position in ProShares Short 20+ Year Treasury ETF in Q3 2013 and held it in 12 quarters.
Transamerica Financial Advisors's ProShares Short 20+ Year Treasury ETF position peaked at $37K in Q1 2017.
84 funds tracked by Wall St. Rank held ProShares Short 20+ Year Treasury ETF as of Q2 2018.

Based on Transamerica Financial Advisors's 13F filing for Q2 2018, filed 25 Jul 2018.