Cambridge Investment Research Advisors
HVPW

Cambridge Investment Research Advisors’s U.S. Equity High Volatility Put Write Index Fund HVPW Stock Holding History

Cambridge Investment Research Advisors’s Portfolio HVPW Stock Details HVPW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-24,133
Closed -$607K – 1387
2014
Q1 		$607K Buy
24,133
+9,821
+69% +$251K 0.02% 621
2013
Q4 		$365K Buy
+14,312
New +$369K 0.01% 791

Other funds holding HVPW

NYLIM
New York Life Investment Management New York $14.3B AUM 34.42% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
VKH
Virtu KCG Holdings New York $3.6B AUM 19.31% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
VFS
VSR Financial Services Overland Park, Kansas $607M AUM 0.85% 1-Year Est. Return

Cambridge Investment Research Advisors's HVPW Position: Q2 2014 in Review

Cambridge Investment Research Advisors sold out of U.S. Equity High Volatility Put Write Index Fund (HVPW) in Q2 2014, closing a stake of 24,133 shares — an estimated $607K sold.

Cambridge Investment Research Advisors first reported a position in HVPW in Q4 2013 and held it in 2 quarters. The position peaked at $607K in Q1 2014. 16 funds tracked by Wall St. Rank hold HVPW as of Q2 2014.

  • Cambridge Investment Research Advisors reported no remaining U.S. Equity High Volatility Put Write Index Fund position as of Q2 2014 after selling out during the quarter.
  • Cambridge Investment Research Advisors sold 24,133 U.S. Equity High Volatility Put Write Index Fund shares in Q2 2014, an estimated $607K.
  • Cambridge Investment Research Advisors first reported a position in U.S. Equity High Volatility Put Write Index Fund in Q4 2013 and held it in 2 quarters.
  • Cambridge Investment Research Advisors's U.S. Equity High Volatility Put Write Index Fund position peaked at $607K in Q1 2014.
  • 16 funds tracked by Wall St. Rank held U.S. Equity High Volatility Put Write Index Fund as of Q2 2014.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2014, filed 25 Jul 2014.