NR
HVPW

Newfound Research’s U.S. Equity High Volatility Put Write Index Fund HVPW Stock Holding History

Newfound Research’s Portfolio HVPW Stock Details HVPW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-72
Closed -$1K – 228
2017
Q1 		$1K Sell
72
-702
-91% -$13.7K ﹤0.01% 160
2016
Q4 		$15K Buy
774
+86
+13% +$1.69K 0.01% 49
2016
Q3 		$14K Buy
688
+159
+30% +$3.15K 0.01% 54
2016
Q2 		$10K Sell
529
-197
-27% -$3.9K 0.01% 59
2016
Q1 		$14K Buy
726
+178
+32% +$3.52K 0.02% 43
2015
Q4 		$11K Buy
+548
New +$11.6K 0.01% 48

Newfound Research's HVPW Position: Q2 2017 in Review

Newfound Research sold out of U.S. Equity High Volatility Put Write Index Fund (HVPW) in Q2 2017, closing a stake of 72 shares — an estimated $1K sold.

Newfound Research first reported a position in HVPW in Q4 2015 and held it in 6 quarters. The position peaked at $15K in Q4 2016. 0 funds tracked by Wall St. Rank hold HVPW as of Q2 2017.

  • Newfound Research reported no remaining U.S. Equity High Volatility Put Write Index Fund position as of Q2 2017 after selling out during the quarter.
  • Newfound Research sold 72 U.S. Equity High Volatility Put Write Index Fund shares in Q2 2017, an estimated $1K.
  • Newfound Research first reported a position in U.S. Equity High Volatility Put Write Index Fund in Q4 2015 and held it in 6 quarters.
  • Newfound Research's U.S. Equity High Volatility Put Write Index Fund position peaked at $15K in Q4 2016.
  • 0 funds tracked by Wall St. Rank held U.S. Equity High Volatility Put Write Index Fund as of Q2 2017.

Based on Newfound Research's 13F filing for Q2 2017, filed 4 Aug 2017.