Carroll Financial Associates’s VelocityShares VIX Tail Risk ETN BSWN Stock Holding History

Carroll Financial Associates’s Portfolio BSWN Stock Details BSWN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q2	–	Sell	-186	Closed	-$4K	–	1276
2017 Q1	$4K	Buy	+186	New	+$4.29K	﹤0.01%	1036

Other funds holding BSWN

Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

HFS

HL Financial Services Louisville, Kentucky $6.5B AUM 9.56% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Carroll Financial Associates's BSWN Position: Q2 2017 in Review

Carroll Financial Associates sold out of VelocityShares VIX Tail Risk ETN (BSWN) in Q2 2017, closing a stake of 186 shares — an estimated $4K sold.

Carroll Financial Associates first reported a position in BSWN in Q1 2017 and held it in 1 quarter. The position peaked at $4K in Q1 2017. 7 funds tracked by Wall St. Rank hold BSWN as of Q2 2017.

Carroll Financial Associates reported no remaining VelocityShares VIX Tail Risk ETN position as of Q2 2017 after selling out during the quarter.
Carroll Financial Associates sold 186 VelocityShares VIX Tail Risk ETN shares in Q2 2017, an estimated $4K.
Carroll Financial Associates first reported a position in VelocityShares VIX Tail Risk ETN in Q1 2017 and held it in 1 quarter.
Carroll Financial Associates's VelocityShares VIX Tail Risk ETN position peaked at $4K in Q1 2017.
7 funds tracked by Wall St. Rank held VelocityShares VIX Tail Risk ETN as of Q2 2017.

Based on Carroll Financial Associates's 13F filing for Q2 2017, filed 25 Jul 2017.