Citigroup
HVPW

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

Citigroup’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
Q1 		– Sell
-100
Closed -$2K – 7622
2014
Q4 		$2K Buy
+100
New +$2.37K ﹤0.01% 6903

Other funds holding HVPW

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Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
VFS
VSR Financial Services Overland Park, Kansas $607M AUM 0.85% 1-Year Est. Return
SFM
Signet Financial Management Parsippany, New Jersey $892M AUM 23.24% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Citigroup's HVPW Position: Q1 2015 in Review

Citigroup sold out of U.S. Equity High Volatility Put Write Index Fund (HVPW) in Q1 2015, closing a stake of 100 shares — an estimated $2K sold.

Citigroup first reported a position in HVPW in Q4 2014 and held it in 1 quarter. The position peaked at $2K in Q4 2014. 23 funds tracked by Wall St. Rank hold HVPW as of Q1 2015.

  • Citigroup reported no remaining U.S. Equity High Volatility Put Write Index Fund position as of Q1 2015 after selling out during the quarter.
  • Citigroup sold 100 U.S. Equity High Volatility Put Write Index Fund shares in Q1 2015, an estimated $2K.
  • Citigroup first reported a position in U.S. Equity High Volatility Put Write Index Fund in Q4 2014 and held it in 1 quarter.
  • Citigroup's U.S. Equity High Volatility Put Write Index Fund position peaked at $2K in Q4 2014.
  • 23 funds tracked by Wall St. Rank held U.S. Equity High Volatility Put Write Index Fund as of Q1 2015.

Based on Citigroup's 13F filing for Q1 2015, filed 14 May 2015.