Wealthstreet Investment Advisors’s ProShares Trust UltraShort Lehman 20+ Year Treasury TBT Stock Holding History

Wealthstreet Investment 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
2019 Q2	–	Sell	-6,300	Closed	-$203K	–	351
2019 Q1	$203K	Hold	6,300	–	–	0.03%	327
2018 Q4	$226K	Hold	6,300	–	–	0.03%	303
2018 Q3	$241K	Hold	6,300	–	–	0.03%	316
2018 Q2	$226K	Buy	+6,300	New	+$236K	0.03%	314

Other funds holding TBT

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return

TCM

Tuttle Capital Management Riverside, Connecticut $148M AUM 64.07% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

ECM

ExodusPoint Capital Management New York $15.5B AUM 38.81% 1-Year Est. Return

Raffles Associates New York $117M AUM 22.1% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wealthstreet Investment Advisors's TBT Position: Q2 2019 in Review

Wealthstreet Investment Advisors sold out of ProShares Trust UltraShort Lehman 20+ Year Treasury (TBT) in Q2 2019, closing a stake of 6,300 shares — an estimated $203K sold.

Wealthstreet Investment Advisors first reported a position in TBT in Q2 2018 and held it in 4 quarters. The position peaked at $241K in Q3 2018. 91 funds tracked by Wall St. Rank hold TBT as of Q2 2019.

Wealthstreet Investment Advisors reported no remaining ProShares Trust UltraShort Lehman 20+ Year Treasury position as of Q2 2019 after selling out during the quarter.
Wealthstreet Investment Advisors sold 6,300 ProShares Trust UltraShort Lehman 20+ Year Treasury shares in Q2 2019, an estimated $203K.
Wealthstreet Investment Advisors first reported a position in ProShares Trust UltraShort Lehman 20+ Year Treasury in Q2 2018 and held it in 4 quarters.
Wealthstreet Investment Advisors's ProShares Trust UltraShort Lehman 20+ Year Treasury position peaked at $241K in Q3 2018.
91 funds tracked by Wall St. Rank held ProShares Trust UltraShort Lehman 20+ Year Treasury as of Q2 2019.

Based on Wealthstreet Investment Advisors's 13F filing for Q2 2019, filed 16 Jul 2019.