Capstone Investment Advisors
XIV

Capstone Investment Advisors’s VelocityShares Daily Inverse VIX Short Term ETN XIV Stock Holding History

Capstone Investment Advisors’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
-10,126
Closed -$1.36M – 627
2017
Q4 		$1.36M Sell
10,126
-20,307
-67% -$2.35M 0.04% 182
2017
Q3 		$2.97M Buy
+30,433
New +$2.66M 0.1% 143

Other funds holding XIV

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

Capstone Investment Advisors's XIV Position: Q1 2018 in Review

Capstone Investment Advisors sold out of VelocityShares Daily Inverse VIX Short Term ETN (XIV) in Q1 2018, closing a stake of 10,126 shares — an estimated $1.36M sold.

Capstone Investment Advisors first reported a position in XIV in Q3 2017 and held it in 2 quarters. The position peaked at $2.97M in Q3 2017. 1 fund tracked by Wall St. Rank holds XIV as of Q1 2018.

  • Capstone Investment Advisors reported no remaining VelocityShares Daily Inverse VIX Short Term ETN position as of Q1 2018 after selling out during the quarter.
  • Capstone Investment Advisors sold 10,126 VelocityShares Daily Inverse VIX Short Term ETN shares in Q1 2018, an estimated $1.36M.
  • Capstone Investment Advisors first reported a position in VelocityShares Daily Inverse VIX Short Term ETN in Q3 2017 and held it in 2 quarters.
  • Capstone Investment Advisors's VelocityShares Daily Inverse VIX Short Term ETN position peaked at $2.97M in Q3 2017.
  • 1 fund tracked by Wall St. Rank held VelocityShares Daily Inverse VIX Short Term ETN as of Q1 2018.

Based on Capstone Investment Advisors's 13F filing for Q1 2018, filed 15 May 2018.