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Transamerica Financial Advisors’s ProShares Trust UltraShort Lehman 20+ Year Treasury TBT Stock Holding History

Transamerica Financial 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
2018
Q1 		– Sell
-1
Closed -$1K – 473
2017
Q4 		$1K Hold
1
– – ﹤0.01% 399
2017
Q3 		$1K Hold
1
– – ﹤0.01% 392
2017
Q2 		$1K Hold
1
– – ﹤0.01% 371
2017
Q1 		$1K Hold
1
– – ﹤0.01% 365
2016
Q4 		$1K Hold
1
– – ﹤0.01% 402
2016
Q3 		$1K Buy
+1
New +$31 ﹤0.01% 405
2016
Q2 		– Sell
-162
Closed -$6K – 675
2016
Q1 		$6K Hold
162
– – ﹤0.01% 602
2015
Q4 		$8K Sell
162
-1
-0.6% -$44 ﹤0.01% 633
2015
Q3 		$8K Sell
163
-340
-68% -$15.6K ﹤0.01% 612
2015
Q2 		$26K Sell
503
-501
-50% -$23.4K ﹤0.01% 530
2015
Q1 		$43K Buy
1,004
+1,003
+100,300% +$42.8K ﹤0.01% 455
2014
Q4 		$1K Hold
1
– – ﹤0.01% 691
2014
Q3 		$1K Sell
1
-10
-91% -$582 ﹤0.01% 650
2014
Q2 		$1K Hold
11
– – ﹤0.01% 656
2014
Q1 		$1K Sell
11
-1
-8% -$71 ﹤0.01% 618
2013
Q4 		$1K Hold
12
– – ﹤0.01% 584
2013
Q3 		$1K Sell
12
-3,752
-100% -$289K ﹤0.01% 579
2013
Q2 		$273K Buy
+3,764
New +$245K 0.04% 183

Other funds holding TBT

BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
AAP
Ardsley Advisory Partners Stamford, Connecticut $960M AUM 207.76% 1-Year Est. Return
MVP
Miller Value Partners Sarasota, Florida $383M AUM 38.57% 1-Year Est. Return
TB
Terril Brothers St. Louis, Missouri $366M AUM 29.25% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CCM
Cobalt Capital Management Short Hills, New Jersey $179M AUM 42.31% 1-Year Est. Return
PSCM
Prince Street Capital Management New York $40.3M AUM 0.66% 1-Year Est. Return
Parallax Volatility Advisers
Parallax Volatility Advisers San Francisco, California $38.6B AUM 45.89% 1-Year Est. Return
BFIC
Bedell Frazier Investment Counselling Walnut Creek, California $495M AUM 29.32% 1-Year Est. Return

Transamerica Financial Advisors's TBT Position: Q1 2018 in Review

Transamerica Financial Advisors sold out of ProShares Trust UltraShort Lehman 20+ Year Treasury (TBT) in Q1 2018, closing a stake of 1 share — an estimated $1K sold.

Transamerica Financial Advisors first reported a position in TBT in Q2 2013 and held it in 18 quarters. The position peaked at $273K in Q2 2013. 140 funds tracked by Wall St. Rank hold TBT as of Q1 2018.

  • Transamerica Financial Advisors reported no remaining ProShares Trust UltraShort Lehman 20+ Year Treasury position as of Q1 2018 after selling out during the quarter.
  • Transamerica Financial Advisors sold 1 ProShares Trust UltraShort Lehman 20+ Year Treasury share in Q1 2018, an estimated $1K.
  • Transamerica Financial Advisors first reported a position in ProShares Trust UltraShort Lehman 20+ Year Treasury in Q2 2013 and held it in 18 quarters.
  • Transamerica Financial Advisors's ProShares Trust UltraShort Lehman 20+ Year Treasury position peaked at $273K in Q2 2013.
  • 140 funds tracked by Wall St. Rank held ProShares Trust UltraShort Lehman 20+ Year Treasury as of Q1 2018.

Based on Transamerica Financial Advisors's 13F filing for Q1 2018, filed 9 May 2018.