AWA
XIV

Acorn Wealth Advisors’s VelocityShares Daily Inverse VIX Short Term ETN XIV Stock Holding History

Acorn Wealth Advisors’s Portfolio XIV Stock Details XIV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-49
Closed -$7K – 871
2017
Q4 		$7K Buy
+49
New +$5.67K 0.01% 566

Other funds holding XIV

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Acorn Wealth Advisors's XIV Position: Q1 2018 in Review

Acorn Wealth Advisors sold out of VelocityShares Daily Inverse VIX Short Term ETN (XIV) in Q1 2018, closing a stake of 49 shares — an estimated $7K sold.

Acorn Wealth Advisors first reported a position in XIV in Q4 2017 and held it in 1 quarter. The position peaked at $7K in Q4 2017. 1 fund tracked by Wall St. Rank holds XIV as of Q1 2018.

  • Acorn Wealth Advisors reported no remaining VelocityShares Daily Inverse VIX Short Term ETN position as of Q1 2018 after selling out during the quarter.
  • Acorn Wealth Advisors sold 49 VelocityShares Daily Inverse VIX Short Term ETN shares in Q1 2018, an estimated $7K.
  • Acorn Wealth Advisors first reported a position in VelocityShares Daily Inverse VIX Short Term ETN in Q4 2017 and held it in 1 quarter.
  • Acorn Wealth Advisors's VelocityShares Daily Inverse VIX Short Term ETN position peaked at $7K in Q4 2017.
  • 1 fund tracked by Wall St. Rank held VelocityShares Daily Inverse VIX Short Term ETN as of Q1 2018.

Based on Acorn Wealth Advisors's 13F filing for Q1 2018, filed 14 May 2018.