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Regal Investment Advisors’s ProShares Short VIX Short-Term Futures ETF SVXY Stock Holding History

Regal Investment Advisors’s Portfolio SVXY Stock Details SVXY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-75
Closed -$7K – 978
2014
Q2 		$7K Sell
75
-7,234
-99% -$519K ﹤0.01% 727
2014
Q1 		$453K Buy
7,309
+2,985
+69% +$186K 0.19% 126
2013
Q4 		$146K Buy
+4,324
New +$258K 0.08% 172

Other funds holding SVXY

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
PSW
Portfolio Strategies (Washington) Tacoma, Washington $50.1M AUM 11.94% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
CT
CMT Trading Chicago, Illinois $22.4M AUM 78.15% 1-Year Est. Return
CC
Curian Capital Denver, Colorado $1.35B AUM 0.33% 1-Year Est. Return

Regal Investment Advisors's SVXY Position: Q3 2014 in Review

Regal Investment Advisors sold out of ProShares Short VIX Short-Term Futures ETF (SVXY) in Q3 2014, closing a stake of 75 shares — an estimated $7K sold.

Regal Investment Advisors first reported a position in SVXY in Q4 2013 and held it in 3 quarters. The position peaked at $453K in Q1 2014. 22 funds tracked by Wall St. Rank hold SVXY as of Q3 2014.

  • Regal Investment Advisors reported no remaining ProShares Short VIX Short-Term Futures ETF position as of Q3 2014 after selling out during the quarter.
  • Regal Investment Advisors sold 75 ProShares Short VIX Short-Term Futures ETF shares in Q3 2014, an estimated $7K.
  • Regal Investment Advisors first reported a position in ProShares Short VIX Short-Term Futures ETF in Q4 2013 and held it in 3 quarters.
  • Regal Investment Advisors's ProShares Short VIX Short-Term Futures ETF position peaked at $453K in Q1 2014.
  • 22 funds tracked by Wall St. Rank held ProShares Short VIX Short-Term Futures ETF as of Q3 2014.

Based on Regal Investment Advisors's 13F filing for Q3 2014, filed 14 Nov 2014.