HR
XIV

Howe & Rusling’s VelocityShares Daily Inverse VIX Short Term ETN XIV Stock Holding History

Howe & Rusling’s Portfolio XIV Stock Details XIV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-190
Closed -$26K – 1043
2017
Q4 		$26K Buy
190
+125
+192% +$14.4K ﹤0.01% 363
2017
Q3 		$6K Sell
65
-1,191
-95% -$104K ﹤0.01% 563
2017
Q2 		$105K Buy
1,256
+20
+2% +$1.54K 0.02% 197
2017
Q1 		$90K Buy
+1,236
New +$79.1K 0.02% 204

Other funds holding XIV

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Howe & Rusling's XIV Position: Q1 2018 in Review

Howe & Rusling sold out of VelocityShares Daily Inverse VIX Short Term ETN (XIV) in Q1 2018, closing a stake of 190 shares — an estimated $26K sold.

Howe & Rusling first reported a position in XIV in Q1 2017 and held it in 4 quarters. The position peaked at $105K in Q2 2017. 1 fund tracked by Wall St. Rank holds XIV as of Q1 2018.

  • Howe & Rusling reported no remaining VelocityShares Daily Inverse VIX Short Term ETN position as of Q1 2018 after selling out during the quarter.
  • Howe & Rusling sold 190 VelocityShares Daily Inverse VIX Short Term ETN shares in Q1 2018, an estimated $26K.
  • Howe & Rusling first reported a position in VelocityShares Daily Inverse VIX Short Term ETN in Q1 2017 and held it in 4 quarters.
  • Howe & Rusling's VelocityShares Daily Inverse VIX Short Term ETN position peaked at $105K in Q2 2017.
  • 1 fund tracked by Wall St. Rank held VelocityShares Daily Inverse VIX Short Term ETN as of Q1 2018.

Based on Howe & Rusling's 13F filing for Q1 2018, filed 14 May 2018.