KP
XIV

Keel Point’s VelocityShares Daily Inverse VIX Short Term ETN XIV Stock Holding History

Keel Point’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
-83,919
Closed -$11.3M – 177
2017
Q4 		$11.3M Buy
83,919
+1,827
+2% +$211K 1.56% 15
2017
Q3 		$8.01M Buy
+82,092
New +$7.17M 1.22% 22

Other funds holding XIV

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

Keel Point's XIV Position: Q1 2018 in Review

Keel Point sold out of VelocityShares Daily Inverse VIX Short Term ETN (XIV) in Q1 2018, closing a stake of 83,919 shares — an estimated $11.3M sold.

Keel Point first reported a position in XIV in Q3 2017 and held it in 2 quarters. The position peaked at $11.3M in Q4 2017. 1 fund tracked by Wall St. Rank holds XIV as of Q1 2018.

  • Keel Point reported no remaining VelocityShares Daily Inverse VIX Short Term ETN position as of Q1 2018 after selling out during the quarter.
  • Keel Point sold 83,919 VelocityShares Daily Inverse VIX Short Term ETN shares in Q1 2018, an estimated $11.3M.
  • Keel Point first reported a position in VelocityShares Daily Inverse VIX Short Term ETN in Q3 2017 and held it in 2 quarters.
  • Keel Point's VelocityShares Daily Inverse VIX Short Term ETN position peaked at $11.3M in Q4 2017.
  • 1 fund tracked by Wall St. Rank held VelocityShares Daily Inverse VIX Short Term ETN as of Q1 2018.

Based on Keel Point's 13F filing for Q1 2018, filed 7 May 2018.