EWP
UGAZ

Engrave Wealth Partners’s VelocityShares 3x Long Natural Gas ETN linked to the S&P GSCI Natural Gas Index ER due February 9, 2 UGAZ Stock Holding History

Engrave Wealth Partners’s Portfolio UGAZ Stock Details UGAZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-50
Closed -$3K – 493
2019
Q4 		$3K Buy
+50
New +$6.33K ﹤0.01% 394

Other funds holding UGAZ

CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
GC
GMT Capital Atlanta, Georgia $1.92B AUM 70.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BCM
Blume Capital Management Berkeley, California $684M AUM 41.68% 1-Year Est. Return
FWM
Focused Wealth Management Newburgh, New York $1.15B AUM 24.81% 1-Year Est. Return
YAL
Your Advocates Ltd Houston, Texas $350M AUM 21.03% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
CLOS
Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland $9.25B AUM 27.04% 1-Year Est. Return

Engrave Wealth Partners's UGAZ Position: Q1 2020 in Review

Engrave Wealth Partners sold out of VelocityShares 3x Long Natural Gas ETN linked to the S&P GSCI Natural Gas Index ER due February 9, 2 (UGAZ) in Q1 2020, closing a stake of 50 shares — an estimated $3K sold.

Engrave Wealth Partners first reported a position in UGAZ in Q4 2019 and held it in 1 quarter. The position peaked at $3K in Q4 2019. 17 funds tracked by Wall St. Rank hold UGAZ as of Q1 2020.

  • Engrave Wealth Partners reported no remaining VelocityShares 3x Long Natural Gas ETN linked to the S&P GSCI Natural Gas Index ER due February 9, 2 position as of Q1 2020 after selling out during the quarter.
  • Engrave Wealth Partners sold 50 VelocityShares 3x Long Natural Gas ETN linked to the S&P GSCI Natural Gas Index ER due February 9, 2 shares in Q1 2020, an estimated $3K.
  • Engrave Wealth Partners first reported a position in VelocityShares 3x Long Natural Gas ETN linked to the S&P GSCI Natural Gas Index ER due February 9, 2 in Q4 2019 and held it in 1 quarter.
  • Engrave Wealth Partners's VelocityShares 3x Long Natural Gas ETN linked to the S&P GSCI Natural Gas Index ER due February 9, 2 position peaked at $3K in Q4 2019.
  • 17 funds tracked by Wall St. Rank held VelocityShares 3x Long Natural Gas ETN linked to the S&P GSCI Natural Gas Index ER due February 9, 2 as of Q1 2020.

Based on Engrave Wealth Partners's 13F filing for Q1 2020, filed 20 Apr 2020.