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USCA RIA’s ProShares Short 20+ Year Treasury ETF TBF Stock Holding History

USCA RIA’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
-107,341
Closed -$3.37M – 261
2013
Q2 		$3.37M Buy
+107,341
New +$3.19M 1.69% 10

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

USCA RIA's TBF Position: Q3 2013 in Review

USCA RIA sold out of ProShares Short 20+ Year Treasury ETF (TBF) in Q3 2013, closing a stake of 107,341 shares — an estimated $3.37M sold.

USCA RIA first reported a position in TBF in Q2 2013 and held it in 1 quarter. The position peaked at $3.37M in Q2 2013. 91 funds tracked by Wall St. Rank hold TBF as of Q3 2013.

  • USCA RIA reported no remaining ProShares Short 20+ Year Treasury ETF position as of Q3 2013 after selling out during the quarter.
  • USCA RIA sold 107,341 ProShares Short 20+ Year Treasury ETF shares in Q3 2013, an estimated $3.37M.
  • USCA RIA first reported a position in ProShares Short 20+ Year Treasury ETF in Q2 2013 and held it in 1 quarter.
  • USCA RIA's ProShares Short 20+ Year Treasury ETF position peaked at $3.37M in Q2 2013.
  • 91 funds tracked by Wall St. Rank held ProShares Short 20+ Year Treasury ETF as of Q3 2013.

Based on USCA RIA's 13F filing for Q3 2013, filed 14 Nov 2013.