Wealthspire Advisors (Maryland)’s ProShares Trust UltraShort Lehman 20+ Year Treasury TBT Stock Holding History

Wealthspire Advisors (Maryland)’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
2019 Q1	–	Sell	-300	Closed	-$11K	–	2590
2018 Q4	$11K	Sell	300 -1,450	-83%	-$56.7K	﹤0.01%	1437
2018 Q3	$67K	Hold	1,750	–	–	0.01%	859
2018 Q2	$63K	Hold	1,750	–	–	0.01%	897
2018 Q1	$63K	Hold	1,750	–	–	0.01%	893
2017 Q4	$59K	Sell	1,750 -1,000	-36%	-$34.8K	0.01%	935
2017 Q3	$98K	Hold	2,750	–	–	0.01%	722
2017 Q2	$99K	Buy	+2,750	New	+$102K	0.01%	702
2016 Q1	–	Sell	-1,550	Closed	-$68K	–	1834
2015 Q4	$68K	Buy	+1,550	New	+$68.1K	0.01%	631

Other funds holding TBT

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

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

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

GWM

Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return

BFIC

Bedell Frazier Investment Counselling Walnut Creek, California $495M AUM 29.32% 1-Year Est. Return

Cumberland Advisors Sarasota, Florida $255M AUM 23.24% 1-Year Est. Return

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

VAM

Verity Asset Management Durham, North Carolina $238M AUM 24.8% 1-Year Est. Return

SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

Commerzbank Aktiengesellschaft Frankfurt, Germany $4.78B AUM 25.31% 1-Year Est. Return

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

Wealthspire Advisors (Maryland) sold out of ProShares Trust UltraShort Lehman 20+ Year Treasury (TBT) in Q1 2019, closing a stake of 300 shares — an estimated $11K sold.

Wealthspire Advisors (Maryland) first reported a position in TBT in Q4 2015 and held it in 8 quarters. The position peaked at $99K in Q2 2017. 101 funds tracked by Wall St. Rank hold TBT as of Q1 2019.

Wealthspire Advisors (Maryland) reported no remaining ProShares Trust UltraShort Lehman 20+ Year Treasury position as of Q1 2019 after selling out during the quarter.
Wealthspire Advisors (Maryland) sold 300 ProShares Trust UltraShort Lehman 20+ Year Treasury shares in Q1 2019, an estimated $11K.
Wealthspire Advisors (Maryland) first reported a position in ProShares Trust UltraShort Lehman 20+ Year Treasury in Q4 2015 and held it in 8 quarters.
Wealthspire Advisors (Maryland)'s ProShares Trust UltraShort Lehman 20+ Year Treasury position peaked at $99K in Q2 2017.
101 funds tracked by Wall St. Rank held ProShares Trust UltraShort Lehman 20+ Year Treasury as of Q1 2019.

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