EWM
DTO

Elite Wealth Management’s DB Crude Oil Double Short Exchange Traded Notes due June 1, 2038 DTO Stock Holding History

Elite Wealth Management’s Portfolio DTO Stock Details DTO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-80
Closed -$3K – 524
2014
Q3 		$3K Hold
80
– – ﹤0.01% 461
2014
Q2 		$2K Hold
80
– – ﹤0.01% 399
2014
Q1 		$3K Hold
80
– – ﹤0.01% 299
2013
Q4 		$3K Buy
+80
New +$2.92K ﹤0.01% 603

Other funds holding DTO

VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
MC
Moors & Cabot Boston, Massachusetts $2.34B AUM 30.42% 1-Year Est. Return
QC
QCM Cayman Houston, Texas $3.63M AUM 61.13% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
USGIU
U.S. Global Investors (USGI) San Antonio, Texas $1.04B AUM 73.31% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Elite Wealth Management's DTO Position: Q4 2014 in Review

Elite Wealth Management sold out of DB Crude Oil Double Short Exchange Traded Notes due June 1, 2038 (DTO) in Q4 2014, closing a stake of 80 shares — an estimated $3K sold.

Elite Wealth Management first reported a position in DTO in Q4 2013 and held it in 4 quarters. The position peaked at $3K in Q3 2014. 8 funds tracked by Wall St. Rank hold DTO as of Q4 2014.

  • Elite Wealth Management reported no remaining DB Crude Oil Double Short Exchange Traded Notes due June 1, 2038 position as of Q4 2014 after selling out during the quarter.
  • Elite Wealth Management sold 80 DB Crude Oil Double Short Exchange Traded Notes due June 1, 2038 shares in Q4 2014, an estimated $3K.
  • Elite Wealth Management first reported a position in DB Crude Oil Double Short Exchange Traded Notes due June 1, 2038 in Q4 2013 and held it in 4 quarters.
  • Elite Wealth Management's DB Crude Oil Double Short Exchange Traded Notes due June 1, 2038 position peaked at $3K in Q3 2014.
  • 8 funds tracked by Wall St. Rank held DB Crude Oil Double Short Exchange Traded Notes due June 1, 2038 as of Q4 2014.

Based on Elite Wealth Management's 13F filing for Q4 2014, filed 13 Oct 2016.