EWM
UWT

Executive Wealth Management’s VelocityShares3x Long Crude Oil ETNs linked to the S&P GSCI Crude Oil Index ER UWT Stock Holding History

Executive Wealth Management’s Portfolio UWT Stock Details UWT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-585
Closed -$9K – 911
2019
Q2 		$9K Buy
+585
New +$10.3K ﹤0.01% 646

Other funds holding UWT

Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
GC
GMT Capital Atlanta, Georgia $2.19B AUM 72.3% 1-Year Est. Return
JT
Jump Trading Chicago, Illinois $150M AUM 17.61% 1-Year Est. Return
BAAM
Baker Avenue Asset Management San Francisco, California $4.43B AUM 26.6% 1-Year Est. Return
TMC
Trellus Management Company Delray Beach, Florida $72.8M AUM 4.5% 1-Year Est. Return
PAG
Private Advisory Group Redmond, Washington $1.52B AUM 41.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Executive Wealth Management's UWT Position: Q3 2019 in Review

Executive Wealth Management sold out of VelocityShares3x Long Crude Oil ETNs linked to the S&P GSCI Crude Oil Index ER (UWT) in Q3 2019, closing a stake of 585 shares — an estimated $9K sold.

Executive Wealth Management first reported a position in UWT in Q2 2019 and held it in 1 quarter. The position peaked at $9K in Q2 2019. 14 funds tracked by Wall St. Rank hold UWT as of Q3 2019.

  • Executive Wealth Management reported no remaining VelocityShares3x Long Crude Oil ETNs linked to the S&P GSCI Crude Oil Index ER position as of Q3 2019 after selling out during the quarter.
  • Executive Wealth Management sold 585 VelocityShares3x Long Crude Oil ETNs linked to the S&P GSCI Crude Oil Index ER shares in Q3 2019, an estimated $9K.
  • Executive Wealth Management first reported a position in VelocityShares3x Long Crude Oil ETNs linked to the S&P GSCI Crude Oil Index ER in Q2 2019 and held it in 1 quarter.
  • Executive Wealth Management's VelocityShares3x Long Crude Oil ETNs linked to the S&P GSCI Crude Oil Index ER position peaked at $9K in Q2 2019.
  • 14 funds tracked by Wall St. Rank held VelocityShares3x Long Crude Oil ETNs linked to the S&P GSCI Crude Oil Index ER as of Q3 2019.

Based on Executive Wealth Management's 13F filing for Q3 2019, filed 30 Oct 2019.