CIA
ZIV

Choate Investment Advisors’s VelocityShares Daily Inverse VIX Medium Term ETN ZIV Stock Holding History

Choate Investment Advisors’s Portfolio ZIV Stock Details ZIV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-3,670
Closed -$325K – 242
2017
Q4 		$325K Hold
3,670
– – 0.02% 199
2017
Q3 		$275K Buy
3,670
+85
+2% +$6.17K 0.01% 215
2017
Q2 		$252K Buy
+3,585
New +$232K 0.01% 219

Other funds holding ZIV

VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
VIM
Vista Investment Management Pittsburgh, Pennsylvania $301M AUM 17.29% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
RC
RBF Capital San Francisco, California $2.05B AUM 29.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CFA
Carroll Financial Associates Charlotte, North Carolina $1.88B AUM 20.52% 1-Year Est. Return

Choate Investment Advisors's ZIV Position: Q1 2018 in Review

Choate Investment Advisors sold out of VelocityShares Daily Inverse VIX Medium Term ETN (ZIV) in Q1 2018, closing a stake of 3,670 shares — an estimated $325K sold.

Choate Investment Advisors first reported a position in ZIV in Q2 2017 and held it in 3 quarters. The position peaked at $325K in Q4 2017. 14 funds tracked by Wall St. Rank hold ZIV as of Q1 2018.

  • Choate Investment Advisors reported no remaining VelocityShares Daily Inverse VIX Medium Term ETN position as of Q1 2018 after selling out during the quarter.
  • Choate Investment Advisors sold 3,670 VelocityShares Daily Inverse VIX Medium Term ETN shares in Q1 2018, an estimated $325K.
  • Choate Investment Advisors first reported a position in VelocityShares Daily Inverse VIX Medium Term ETN in Q2 2017 and held it in 3 quarters.
  • Choate Investment Advisors's VelocityShares Daily Inverse VIX Medium Term ETN position peaked at $325K in Q4 2017.
  • 14 funds tracked by Wall St. Rank held VelocityShares Daily Inverse VIX Medium Term ETN as of Q1 2018.

Based on Choate Investment Advisors's 13F filing for Q1 2018, filed 4 May 2018.