CA
XIV

Calton & Associates’s VelocityShares Daily Inverse VIX Short Term ETN XIV Stock Holding History

Calton & Associates’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
-371
Closed -$52K – 1547
2017
Q4 		$52K Buy
+371
New +$42.9K 0.01% 673

Other funds holding XIV

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

Calton & Associates's XIV Position: Q1 2018 in Review

Calton & Associates sold out of VelocityShares Daily Inverse VIX Short Term ETN (XIV) in Q1 2018, closing a stake of 371 shares — an estimated $52K sold.

Calton & Associates first reported a position in XIV in Q4 2017 and held it in 1 quarter. The position peaked at $52K in Q4 2017. 1 fund tracked by Wall St. Rank holds XIV as of Q1 2018.

  • Calton & Associates reported no remaining VelocityShares Daily Inverse VIX Short Term ETN position as of Q1 2018 after selling out during the quarter.
  • Calton & Associates sold 371 VelocityShares Daily Inverse VIX Short Term ETN shares in Q1 2018, an estimated $52K.
  • Calton & Associates first reported a position in VelocityShares Daily Inverse VIX Short Term ETN in Q4 2017 and held it in 1 quarter.
  • Calton & Associates's VelocityShares Daily Inverse VIX Short Term ETN position peaked at $52K in Q4 2017.
  • 1 fund tracked by Wall St. Rank held VelocityShares Daily Inverse VIX Short Term ETN as of Q1 2018.

Based on Calton & Associates's 13F filing for Q1 2018, filed 17 Apr 2018.