AI
XVZ

Atria Investments’s iPath S&P 500 Dynamic VIX ETN XVZ Stock Holding History

Atria Investments’s Portfolio XVZ Stock Details XVZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		– Sell
-51,041
Closed -$2.18M – 484
2013
Q2 		$2.18M Buy
+51,041
New +$2.06M 0.27% 60

Other funds holding XVZ

CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
BF
BOK Financial Tulsa, Oklahoma $6.54B AUM 25.41% 1-Year Est. Return
SGCA
Steel Grove Capital Advisors Memphis, Tennessee $949M AUM 23.78% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.81B AUM 19.87% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
ACM
Ashford Capital Management Wilmington, Delaware $809M AUM 35.1% 1-Year Est. Return
BPB
Badgley, Phelps & Bell Seattle, Washington $2.69B AUM 41.96% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Atria Investments's XVZ Position: Q3 2013 in Review

Atria Investments sold out of iPath S&P 500 Dynamic VIX ETN (XVZ) in Q3 2013, closing a stake of 51,041 shares — an estimated $2.18M sold.

Atria Investments first reported a position in XVZ in Q2 2013 and held it in 1 quarter. The position peaked at $2.18M in Q2 2013. 27 funds tracked by Wall St. Rank hold XVZ as of Q3 2013.

  • Atria Investments reported no remaining iPath S&P 500 Dynamic VIX ETN position as of Q3 2013 after selling out during the quarter.
  • Atria Investments sold 51,041 iPath S&P 500 Dynamic VIX ETN shares in Q3 2013, an estimated $2.18M.
  • Atria Investments first reported a position in iPath S&P 500 Dynamic VIX ETN in Q2 2013 and held it in 1 quarter.
  • Atria Investments's iPath S&P 500 Dynamic VIX ETN position peaked at $2.18M in Q2 2013.
  • 27 funds tracked by Wall St. Rank held iPath S&P 500 Dynamic VIX ETN as of Q3 2013.

Based on Atria Investments's 13F filing for Q3 2013, filed 28 Oct 2013.