WhitTier Trust Company’s ProShares Short 20+ Year Treasury ETF TBF Stock Holding History

WhitTier Trust Company’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
2017 Q4	–	Sell	-700	Closed	-$16K	–	1007
2017 Q3	$16K	Hold	700	–	–	﹤0.01%	733
2017 Q2	$16K	Hold	700	–	–	﹤0.01%	723
2017 Q1	$16K	Buy	700 +350	+100%	+$8.29K	﹤0.01%	715
2016 Q4	$8K	Hold	350	–	–	﹤0.01%	803
2016 Q3	$7K	Hold	350	–	–	﹤0.01%	802
2016 Q2	$7K	Hold	350	–	–	﹤0.01%	807
2016 Q1	$8K	Hold	350	–	–	﹤0.01%	799
2015 Q4	$9K	Hold	350	–	–	﹤0.01%	776
2015 Q3	$9K	Hold	350	–	–	﹤0.01%	787
2015 Q2	$9K	Hold	350	–	–	﹤0.01%	800
2015 Q1	$8K	Hold	350	–	–	﹤0.01%	809
2014 Q4	$9K	Hold	350	–	–	﹤0.01%	799
2014 Q3	$10K	Hold	350	–	–	﹤0.01%	794
2014 Q2	$10K	Hold	350	–	–	﹤0.01%	795
2014 Q1	$11K	Hold	350	–	–	﹤0.01%	807
2013 Q4	$12K	Hold	350	–	–	﹤0.01%	752
2013 Q3	$11K	Hold	350	–	–	﹤0.01%	752
2013 Q2	$11K	Buy	+350	New	+$10.4K	﹤0.01%	737

Other funds holding TBF

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

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

William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

HWA

HCR Wealth Advisors Los Angeles, California $1.12B AUM 33.13% 1-Year Est. Return

EDRH

Edmond de Rothschild Holding Chambesy, Switzerland $6.91B AUM 19.7% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

ACM

Aviance Capital Management Sarasota, Florida $668M AUM 6.48% 1-Year Est. Return

WhitTier Trust Company's TBF Position: Q4 2017 in Review

WhitTier Trust Company sold out of ProShares Short 20+ Year Treasury ETF (TBF) in Q4 2017, closing a stake of 700 shares — an estimated $16K sold.

WhitTier Trust Company first reported a position in TBF in Q2 2013 and held it in 18 quarters. The position peaked at $16K in Q3 2017. 78 funds tracked by Wall St. Rank hold TBF as of Q4 2017.

WhitTier Trust Company reported no remaining ProShares Short 20+ Year Treasury ETF position as of Q4 2017 after selling out during the quarter.
WhitTier Trust Company sold 700 ProShares Short 20+ Year Treasury ETF shares in Q4 2017, an estimated $16K.
WhitTier Trust Company first reported a position in ProShares Short 20+ Year Treasury ETF in Q2 2013 and held it in 18 quarters.
WhitTier Trust Company's ProShares Short 20+ Year Treasury ETF position peaked at $16K in Q3 2017.
78 funds tracked by Wall St. Rank held ProShares Short 20+ Year Treasury ETF as of Q4 2017.

Based on WhitTier Trust Company's 13F filing for Q4 2017, filed 7 Feb 2018.