Advisor Group’s U.S. Equity High Volatility Put Write Index Fund HVPW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2017
Q2
Sell
-94
Closed -$2K 5035
2017
Q1
$2K Sell
94
-162
-63% -$3.16K ﹤0.01% 4474
2016
Q4
$5K Hold
256
﹤0.01% 3980
2016
Q3
$5K Sell
256
-9
-3% -$178 ﹤0.01% 3946
2016
Q2
$5K Buy
+265
New +$5.24K ﹤0.01% 3820

Advisor Group's HVPW Position: Q2 2017 in Review

Advisor Group sold out of U.S. Equity High Volatility Put Write Index Fund (HVPW) in Q2 2017, closing a stake of 94 shares — an estimated $2K sold.

Advisor Group first reported a position in HVPW in Q2 2016 and held it in 4 quarters. The position peaked at $5K in Q4 2016. 0 funds tracked by Wall St. Rank hold HVPW as of Q2 2017.

  • Advisor Group reported no remaining U.S. Equity High Volatility Put Write Index Fund position as of Q2 2017 after selling out during the quarter.
  • Advisor Group sold 94 U.S. Equity High Volatility Put Write Index Fund shares in Q2 2017, an estimated $2K.
  • Advisor Group first reported a position in U.S. Equity High Volatility Put Write Index Fund in Q2 2016 and held it in 4 quarters.
  • Advisor Group's U.S. Equity High Volatility Put Write Index Fund position peaked at $5K in Q4 2016.
  • 0 funds tracked by Wall St. Rank held U.S. Equity High Volatility Put Write Index Fund as of Q2 2017.

Based on Advisor Group's 13F filing for Q2 2017, filed 11 Aug 2017.