IFAM
DWT

Institutional & Family Asset Management’s VelocityShares 3x Inverse Crude Oil ETNs linked to the S&P GSCI Crude Oil Index ER DWT Stock Holding History

Institutional & Family Asset Management’s Portfolio DWT Stock Details DWT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-700
Closed -$7K – 911
2018
Q1 		$7K Buy
+700
New +$8.3K ﹤0.01% 568

Other funds holding DWT

Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
FIA
FNY Investment Advisers New York $278M AUM 98.99% 1-Year Est. Return
TSS
Two Sigma Securities New York $861M AUM 21.33% 1-Year Est. Return
PAG
Private Advisory Group Redmond, Washington $1.85B AUM 50.66% 1-Year Est. Return
HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return
HWA
HCR Wealth Advisors Los Angeles, California $1.12B AUM 33.13% 1-Year Est. Return
CCMW
Cypress Capital Management (Wyoming) Sheridan, Wyoming $120M AUM 63.01% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

Institutional & Family Asset Management's DWT Position: Q2 2018 in Review

Institutional & Family Asset Management sold out of VelocityShares 3x Inverse Crude Oil ETNs linked to the S&P GSCI Crude Oil Index ER (DWT) in Q2 2018, closing a stake of 700 shares — an estimated $7K sold.

Institutional & Family Asset Management first reported a position in DWT in Q1 2018 and held it in 1 quarter. The position peaked at $7K in Q1 2018. 9 funds tracked by Wall St. Rank hold DWT as of Q2 2018.

  • Institutional & Family Asset Management reported no remaining VelocityShares 3x Inverse Crude Oil ETNs linked to the S&P GSCI Crude Oil Index ER position as of Q2 2018 after selling out during the quarter.
  • Institutional & Family Asset Management sold 700 VelocityShares 3x Inverse Crude Oil ETNs linked to the S&P GSCI Crude Oil Index ER shares in Q2 2018, an estimated $7K.
  • Institutional & Family Asset Management first reported a position in VelocityShares 3x Inverse Crude Oil ETNs linked to the S&P GSCI Crude Oil Index ER in Q1 2018 and held it in 1 quarter.
  • Institutional & Family Asset Management's VelocityShares 3x Inverse Crude Oil ETNs linked to the S&P GSCI Crude Oil Index ER position peaked at $7K in Q1 2018.
  • 9 funds tracked by Wall St. Rank held VelocityShares 3x Inverse Crude Oil ETNs linked to the S&P GSCI Crude Oil Index ER as of Q2 2018.

Based on Institutional & Family Asset Management's 13F filing for Q2 2018, filed 13 Aug 2018.