CFA
VIIX

Carroll Financial Associates’s VelocityShares VIX Short Term ETN VIIX Stock Holding History

Carroll Financial Associates’s Portfolio VIIX Stock Details VIIX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-3,616
Closed -$779K – 1281
2016
Q4 		$779K Buy
+3,616
New +$916K 0.11% 109

Other funds holding VIIX

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
DWM
Doyle Wealth Management St. Petersburg, Florida $1.16B AUM 9.32% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
CG
Cutler Group San Francisco, California $307M AUM 45.11% 1-Year Est. Return

Carroll Financial Associates's VIIX Position: Q1 2017 in Review

Carroll Financial Associates sold out of VelocityShares VIX Short Term ETN (VIIX) in Q1 2017, closing a stake of 3,616 shares — an estimated $779K sold.

Carroll Financial Associates first reported a position in VIIX in Q4 2016 and held it in 1 quarter. The position peaked at $779K in Q4 2016. 8 funds tracked by Wall St. Rank hold VIIX as of Q1 2017.

  • Carroll Financial Associates reported no remaining VelocityShares VIX Short Term ETN position as of Q1 2017 after selling out during the quarter.
  • Carroll Financial Associates sold 3,616 VelocityShares VIX Short Term ETN shares in Q1 2017, an estimated $779K.
  • Carroll Financial Associates first reported a position in VelocityShares VIX Short Term ETN in Q4 2016 and held it in 1 quarter.
  • Carroll Financial Associates's VelocityShares VIX Short Term ETN position peaked at $779K in Q4 2016.
  • 8 funds tracked by Wall St. Rank held VelocityShares VIX Short Term ETN as of Q1 2017.

Based on Carroll Financial Associates's 13F filing for Q1 2017, filed 11 Apr 2017.