Wealthspire Advisors (Maryland)’s ProShares Trust UltraShort Lehman 7-10 Year Treasury PST Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio PST Stock Details PST Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	–	Sell	-370	Closed	-$8K	–	2568
2018 Q4	$8K	Sell	370 -900	-71%	-$20.9K	﹤0.01%	1566
2018 Q3	$30K	Hold	1,270	–	–	﹤0.01%	1154
2018 Q2	$29K	Hold	1,270	–	–	﹤0.01%	1172
2018 Q1	$29K	Hold	1,270	–	–	﹤0.01%	1176
2017 Q4	$27K	Hold	1,270	–	–	﹤0.01%	1234
2017 Q3	$27K	Hold	1,270	–	–	﹤0.01%	1199
2017 Q2	$27K	Buy	+1,270	New	+$27.2K	﹤0.01%	1159

Other funds holding PST

Cumberland Advisors Sarasota, Florida $284M AUM 27.11% 1-Year Est. Return

SCM

Southport Capital Management Chattanooga, Tennessee $274M AUM 28.84% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BUB

BBVA USA Bancshares Houston, Texas $2.1B AUM 62.57% 1-Year Est. Return

IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

Wealthspire Advisors (Maryland)'s PST Position: Q1 2019 in Review

Wealthspire Advisors (Maryland) sold out of ProShares Trust UltraShort Lehman 7-10 Year Treasury (PST) in Q1 2019, closing a stake of 370 shares — an estimated $8K sold.

Wealthspire Advisors (Maryland) first reported a position in PST in Q2 2017 and held it in 7 quarters. The position peaked at $30K in Q3 2018. 21 funds tracked by Wall St. Rank hold PST as of Q1 2019.

Wealthspire Advisors (Maryland) reported no remaining ProShares Trust UltraShort Lehman 7-10 Year Treasury position as of Q1 2019 after selling out during the quarter.
Wealthspire Advisors (Maryland) sold 370 ProShares Trust UltraShort Lehman 7-10 Year Treasury shares in Q1 2019, an estimated $8K.
Wealthspire Advisors (Maryland) first reported a position in ProShares Trust UltraShort Lehman 7-10 Year Treasury in Q2 2017 and held it in 7 quarters.
Wealthspire Advisors (Maryland)'s ProShares Trust UltraShort Lehman 7-10 Year Treasury position peaked at $30K in Q3 2018.
21 funds tracked by Wall St. Rank held ProShares Trust UltraShort Lehman 7-10 Year Treasury as of Q1 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q1 2019, filed 13 May 2019.