NR
XIV

Newfound Research’s VelocityShares Daily Inverse VIX Short Term ETN XIV Stock Holding History

Newfound Research’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
-5
Closed -$1K – 280
2017
Q4 		$1K Sell
5
-1
-17% -$116 ﹤0.01% 175
2017
Q3 		$1K Sell
6
-1
-14% -$87 ﹤0.01% 167
2017
Q2 		$1K Sell
7
-3
-30% -$231 ﹤0.01% 166
2017
Q1 		$1K Sell
10
-135
-93% -$8.64K ﹤0.01% 161
2016
Q4 		$7K Sell
145
-47
-24% -$1.96K 0.01% 63
2016
Q3 		$7K Buy
192
+19
+11% +$651 0.01% 69
2016
Q2 		$4K Sell
173
-155
-47% -$4.3K ﹤0.01% 72
2016
Q1 		$8K Buy
328
+128
+64% +$2.63K 0.01% 52
2015
Q4 		$5K Buy
+200
New +$5.76K 0.01% 69

Other funds holding XIV

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

Newfound Research's XIV Position: Q1 2018 in Review

Newfound Research sold out of VelocityShares Daily Inverse VIX Short Term ETN (XIV) in Q1 2018, closing a stake of 5 shares — an estimated $1K sold.

Newfound Research first reported a position in XIV in Q4 2015 and held it in 9 quarters. The position peaked at $8K in Q1 2016. 1 fund tracked by Wall St. Rank holds XIV as of Q1 2018.

  • Newfound Research reported no remaining VelocityShares Daily Inverse VIX Short Term ETN position as of Q1 2018 after selling out during the quarter.
  • Newfound Research sold 5 VelocityShares Daily Inverse VIX Short Term ETN shares in Q1 2018, an estimated $1K.
  • Newfound Research first reported a position in VelocityShares Daily Inverse VIX Short Term ETN in Q4 2015 and held it in 9 quarters.
  • Newfound Research's VelocityShares Daily Inverse VIX Short Term ETN position peaked at $8K in Q1 2016.
  • 1 fund tracked by Wall St. Rank held VelocityShares Daily Inverse VIX Short Term ETN as of Q1 2018.

Based on Newfound Research's 13F filing for Q1 2018, filed 3 May 2018.