C
HVPW

CFO4Life’s U.S. Equity High Volatility Put Write Index Fund HVPW Stock Holding History

CFO4Life’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
2015
Q3 		– Sell
-13,347
Closed -$309K – 83
2015
Q2 		$309K Buy
13,347
+4,035
+43% +$95.4K 0.26% 58
2015
Q1 		$219K Buy
+9,312
New +$218K 0.18% 76

Other funds holding HVPW

UIC
Uniplan Investment Counsel Milwaukee, Wisconsin $974M AUM 21.37% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
VKH
Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return
SFM
Signet Financial Management Parsippany, New Jersey $892M AUM 23.24% 1-Year Est. Return
CG
Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

CFO4Life's HVPW Position: Q3 2015 in Review

CFO4Life sold out of U.S. Equity High Volatility Put Write Index Fund (HVPW) in Q3 2015, closing a stake of 13,347 shares — an estimated $309K sold.

CFO4Life first reported a position in HVPW in Q1 2015 and held it in 2 quarters. The position peaked at $309K in Q2 2015. 29 funds tracked by Wall St. Rank hold HVPW as of Q3 2015.

  • CFO4Life reported no remaining U.S. Equity High Volatility Put Write Index Fund position as of Q3 2015 after selling out during the quarter.
  • CFO4Life sold 13,347 U.S. Equity High Volatility Put Write Index Fund shares in Q3 2015, an estimated $309K.
  • CFO4Life first reported a position in U.S. Equity High Volatility Put Write Index Fund in Q1 2015 and held it in 2 quarters.
  • CFO4Life's U.S. Equity High Volatility Put Write Index Fund position peaked at $309K in Q2 2015.
  • 29 funds tracked by Wall St. Rank held U.S. Equity High Volatility Put Write Index Fund as of Q3 2015.

Based on CFO4Life's 13F filing for Q3 2015, filed 5 Nov 2015.