Kings Point Capital Management’s VelocityShares Daily Inverse VIX Short Term ETN XIV Stock Holding History

Kings Point Capital Management’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
2016 Q4	–	Sell	-300	Closed	-$11K	–	323
2016 Q3	$11K	Buy	+300	New	+$10.3K	﹤0.01%	298
2015 Q3	–	Sell	-300	Closed	-$12K	–	398
2015 Q2	$12K	Hold	300	–	–	﹤0.01%	340
2015 Q1	$10K	Buy	+300	New	+$9.2K	﹤0.01%	357

Other funds holding XIV

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

CMT Trading Chicago, Illinois $22.4M AUM 78.15% 1-Year Est. Return

BCM

Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Kings Point Capital Management's XIV Position: Q4 2016 in Review

Kings Point Capital Management sold out of VelocityShares Daily Inverse VIX Short Term ETN (XIV) in Q4 2016, closing a stake of 300 shares — an estimated $11K sold.

Kings Point Capital Management first reported a position in XIV in Q1 2015 and held it in 3 quarters. The position peaked at $12K in Q2 2015. 45 funds tracked by Wall St. Rank hold XIV as of Q4 2016.

Kings Point Capital Management reported no remaining VelocityShares Daily Inverse VIX Short Term ETN position as of Q4 2016 after selling out during the quarter.
Kings Point Capital Management sold 300 VelocityShares Daily Inverse VIX Short Term ETN shares in Q4 2016, an estimated $11K.
Kings Point Capital Management first reported a position in VelocityShares Daily Inverse VIX Short Term ETN in Q1 2015 and held it in 3 quarters.
Kings Point Capital Management's VelocityShares Daily Inverse VIX Short Term ETN position peaked at $12K in Q2 2015.
45 funds tracked by Wall St. Rank held VelocityShares Daily Inverse VIX Short Term ETN as of Q4 2016.

Based on Kings Point Capital Management's 13F filing for Q4 2016, filed 10 Feb 2017.