IWA
UWTI

Intercontinental Wealth Advisors’s VelocityShares 3x Long Crude Oil ETN linked to the S&P GSCI Crude Oil Index ER due February 9, UWTI Stock Holding History

Intercontinental Wealth Advisors’s Portfolio UWTI Stock Details UWTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-100,000
Closed -$1M – 333
2019
Q4 		$1M Buy
100,000
+30,000
+43% +$300K 0.83% 26
2019
Q3 		$838K Hold
70,000
– – 0.52% 40
2019
Q2 		$1.05M Hold
70,000
– – 0.54% 35
2019
Q1 		$1.26M Hold
70,000
– – 0.62% 34
2018
Q4 		$1.09M Buy
+70,000
New +$1.09M 0.61% 33
2018
Q2 		– Sell
-80,000
Closed -$2.39M – 141
2018
Q1 		$2.39M Buy
+80,000
New +$2.39M 1.39% 12

Intercontinental Wealth Advisors's UWTI Position: Q1 2020 in Review

Intercontinental Wealth Advisors sold out of VelocityShares 3x Long Crude Oil ETN linked to the S&P GSCI Crude Oil Index ER due February 9, (UWTI) in Q1 2020, closing a stake of 100,000 shares — an estimated $1M sold.

Intercontinental Wealth Advisors first reported a position in UWTI in Q1 2018 and held it in 6 quarters. The position peaked at $2.39M in Q1 2018. 0 funds tracked by Wall St. Rank hold UWTI as of Q1 2020.

  • Intercontinental Wealth Advisors reported no remaining VelocityShares 3x Long Crude Oil ETN linked to the S&P GSCI Crude Oil Index ER due February 9, position as of Q1 2020 after selling out during the quarter.
  • Intercontinental Wealth Advisors sold 100,000 VelocityShares 3x Long Crude Oil ETN linked to the S&P GSCI Crude Oil Index ER due February 9, shares in Q1 2020, an estimated $1M.
  • Intercontinental Wealth Advisors first reported a position in VelocityShares 3x Long Crude Oil ETN linked to the S&P GSCI Crude Oil Index ER due February 9, in Q1 2018 and held it in 6 quarters.
  • Intercontinental Wealth Advisors's VelocityShares 3x Long Crude Oil ETN linked to the S&P GSCI Crude Oil Index ER due February 9, position peaked at $2.39M in Q1 2018.
  • 0 funds tracked by Wall St. Rank held VelocityShares 3x Long Crude Oil ETN linked to the S&P GSCI Crude Oil Index ER due February 9, as of Q1 2020.

Based on Intercontinental Wealth Advisors's 13F filing for Q1 2020, filed 19 Jan 2021.