Polaris Wealth Advisory Group’s iPath S&P 500 Dynamic VIX ETN XVZ Stock Holding History

Polaris Wealth Advisory Group’s Portfolio XVZ Stock Details XVZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q2	–	Sell	-100	Closed	-$3K	–	173
2014 Q1	$3K	Hold	100	–	–	﹤0.01%	152
2013 Q4	$3K	Hold	100	–	–	﹤0.01%	172
2013 Q3	$3.88K	Hold	100	–	–	﹤0.01%	131
2013 Q2	$4.28K	Buy	+100	New	+$4.04K	﹤0.01%	137

Other funds holding XVZ

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return

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

Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Efficient Advisors Mason, Ohio $1.41B AUM 13.81% 1-Year Est. Return

BOK Financial Tulsa, Oklahoma $6.54B AUM 25.41% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

LPT

Legacy Private Trust Neenah, Wisconsin $1.63B AUM 17.53% 1-Year Est. Return

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

Polaris Wealth Advisory Group's XVZ Position: Q2 2014 in Review

Polaris Wealth Advisory Group sold out of iPath S&P 500 Dynamic VIX ETN (XVZ) in Q2 2014, closing a stake of 100 shares — an estimated $3K sold.

Polaris Wealth Advisory Group first reported a position in XVZ in Q2 2013 and held it in 4 quarters. The position peaked at $4.28K in Q2 2013. 16 funds tracked by Wall St. Rank hold XVZ as of Q2 2014.

Polaris Wealth Advisory Group reported no remaining iPath S&P 500 Dynamic VIX ETN position as of Q2 2014 after selling out during the quarter.
Polaris Wealth Advisory Group sold 100 iPath S&P 500 Dynamic VIX ETN shares in Q2 2014, an estimated $3K.
Polaris Wealth Advisory Group first reported a position in iPath S&P 500 Dynamic VIX ETN in Q2 2013 and held it in 4 quarters.
Polaris Wealth Advisory Group's iPath S&P 500 Dynamic VIX ETN position peaked at $4.28K in Q2 2013.
16 funds tracked by Wall St. Rank held iPath S&P 500 Dynamic VIX ETN as of Q2 2014.

Based on Polaris Wealth Advisory Group's 13F filing for Q2 2014, filed 5 Aug 2014.