AG
XIV

Advisor Group’s VelocityShares Daily Inverse VIX Short Term ETN XIV Stock Holding History

Advisor Group’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
-22,381
Closed -$3.01M – 5263
2017
Q4 		$3.01M Buy
22,381
+22,020
+6,100% +$2.55M 0.04% 406
2017
Q3 		$35K Sell
361
-459
-56% -$40.1K ﹤0.01% 3212
2017
Q2 		$69K Sell
820
-1,574
-66% -$121K ﹤0.01% 2602
2017
Q1 		$175K Sell
2,394
-57,806
-96% -$3.7M ﹤0.01% 1772
2016
Q4 		$2.81M Buy
60,200
+54,639
+983% +$2.28M 0.06% 322
2016
Q3 		$208K Buy
5,561
+4,261
+328% +$146K 0.01% 1494
2016
Q2 		$32K Buy
+1,300
New +$36K ﹤0.01% 2750

Other funds holding XIV

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

Advisor Group's XIV Position: Q1 2018 in Review

Advisor Group sold out of VelocityShares Daily Inverse VIX Short Term ETN (XIV) in Q1 2018, closing a stake of 22,381 shares — an estimated $3.01M sold.

Advisor Group first reported a position in XIV in Q2 2016 and held it in 7 quarters. The position peaked at $3.01M in Q4 2017. 1 fund tracked by Wall St. Rank holds XIV as of Q1 2018.

  • Advisor Group reported no remaining VelocityShares Daily Inverse VIX Short Term ETN position as of Q1 2018 after selling out during the quarter.
  • Advisor Group sold 22,381 VelocityShares Daily Inverse VIX Short Term ETN shares in Q1 2018, an estimated $3.01M.
  • Advisor Group first reported a position in VelocityShares Daily Inverse VIX Short Term ETN in Q2 2016 and held it in 7 quarters.
  • Advisor Group's VelocityShares Daily Inverse VIX Short Term ETN position peaked at $3.01M in Q4 2017.
  • 1 fund tracked by Wall St. Rank held VelocityShares Daily Inverse VIX Short Term ETN as of Q1 2018.

Based on Advisor Group's 13F filing for Q1 2018, filed 15 May 2018.