Doyle Wealth Management’s VelocityShares VIX Short Term ETN VIIX Stock Holding History

Doyle Wealth Management’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
2018 Q1	–	Sell	-4,000	Closed	-$236K	–	184
2017 Q4	$236K	Sell	4,000 -3,100	-44%	-$216K	0.04%	149
2017 Q3	$587K	Sell	7,100 -1,000	-12%	-$98K	0.1%	83
2017 Q2	$873K	Buy	8,100 +500	+7%	+$61.1K	0.16%	64
2017 Q1	$1.01M	Buy	+7,600	New	+$1.19M	0.21%	62

Other funds holding VIIX

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return

SWP

Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

Cutler Group San Francisco, California $307M AUM 45.11% 1-Year Est. Return

Doyle Wealth Management's VIIX Position: Q1 2018 in Review

Doyle Wealth Management sold out of VelocityShares VIX Short Term ETN (VIIX) in Q1 2018, closing a stake of 4,000 shares — an estimated $236K sold.

Doyle Wealth Management first reported a position in VIIX in Q1 2017 and held it in 4 quarters. The position peaked at $1.01M in Q1 2017. 4 funds tracked by Wall St. Rank hold VIIX as of Q1 2018.

Doyle Wealth Management reported no remaining VelocityShares VIX Short Term ETN position as of Q1 2018 after selling out during the quarter.
Doyle Wealth Management sold 4,000 VelocityShares VIX Short Term ETN shares in Q1 2018, an estimated $236K.
Doyle Wealth Management first reported a position in VelocityShares VIX Short Term ETN in Q1 2017 and held it in 4 quarters.
Doyle Wealth Management's VelocityShares VIX Short Term ETN position peaked at $1.01M in Q1 2017.
4 funds tracked by Wall St. Rank held VelocityShares VIX Short Term ETN as of Q1 2018.

Based on Doyle Wealth Management's 13F filing for Q1 2018, filed 11 May 2018.