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Winslow Evans & Crocker’s ProShares Short 20+ Year Treasury ETF TBF Stock Holding History

Winslow Evans & Crocker’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
2014
Q4 		– Sell
-852
Closed -$23.6K – 1386
2014
Q3 		$23.6K Buy
+852
New +$24K 0.01% 701

Other funds holding TBF

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MNA
Manning & Napier Advisors Fairport, New York $7.09B AUM 17.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
SI
Sentry Investments Toronto, Ontario, Canada $6.7B AUM 3.72% 1-Year Est. Return

Winslow Evans & Crocker's TBF Position: Q4 2014 in Review

Winslow Evans & Crocker sold out of ProShares Short 20+ Year Treasury ETF (TBF) in Q4 2014, closing a stake of 852 shares — an estimated $23.6K sold.

Winslow Evans & Crocker first reported a position in TBF in Q3 2014 and held it in 1 quarter. The position peaked at $23.6K in Q3 2014. 89 funds tracked by Wall St. Rank hold TBF as of Q4 2014.

  • Winslow Evans & Crocker reported no remaining ProShares Short 20+ Year Treasury ETF position as of Q4 2014 after selling out during the quarter.
  • Winslow Evans & Crocker sold 852 ProShares Short 20+ Year Treasury ETF shares in Q4 2014, an estimated $23.6K.
  • Winslow Evans & Crocker first reported a position in ProShares Short 20+ Year Treasury ETF in Q3 2014 and held it in 1 quarter.
  • Winslow Evans & Crocker's ProShares Short 20+ Year Treasury ETF position peaked at $23.6K in Q3 2014.
  • 89 funds tracked by Wall St. Rank held ProShares Short 20+ Year Treasury ETF as of Q4 2014.

Based on Winslow Evans & Crocker's 13F filing for Q4 2014, filed 22 Jan 2015.