Creative Planning’s VelocityShares 3x Inverse Crude ETN linked to the S&P GSCI Crude Oil Index Excess Return DWTI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2016
Q4
Sell
-200
Closed -$13K 5135
2016
Q3
$13K Buy
+200
New +$17.6K ﹤0.01% 3365

Other funds holding DWTI

Creative Planning's DWTI Position: Q4 2016 in Review

Creative Planning sold out of VelocityShares 3x Inverse Crude ETN linked to the S&P GSCI Crude Oil Index Excess Return (DWTI) in Q4 2016, closing a stake of 200 shares — an estimated $13K sold.

Creative Planning first reported a position in DWTI in Q3 2016 and held it in 1 quarter. The position peaked at $13K in Q3 2016. 3 funds tracked by Wall St. Rank hold DWTI as of Q4 2016.

  • Creative Planning reported no remaining VelocityShares 3x Inverse Crude ETN linked to the S&P GSCI Crude Oil Index Excess Return position as of Q4 2016 after selling out during the quarter.
  • Creative Planning sold 200 VelocityShares 3x Inverse Crude ETN linked to the S&P GSCI Crude Oil Index Excess Return shares in Q4 2016, an estimated $13K.
  • Creative Planning first reported a position in VelocityShares 3x Inverse Crude ETN linked to the S&P GSCI Crude Oil Index Excess Return in Q3 2016 and held it in 1 quarter.
  • Creative Planning's VelocityShares 3x Inverse Crude ETN linked to the S&P GSCI Crude Oil Index Excess Return position peaked at $13K in Q3 2016.
  • 3 funds tracked by Wall St. Rank held VelocityShares 3x Inverse Crude ETN linked to the S&P GSCI Crude Oil Index Excess Return as of Q4 2016.

Based on Creative Planning's 13F filing for Q4 2016, filed 9 Jan 2017.