RIA
XIV

Regal Investment Advisors’s VelocityShares Daily Inverse VIX Short Term ETN XIV Stock Holding History

Regal Investment Advisors’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
2014
Q3 		– Sell
-525
Closed -$24K – 1021
2014
Q2 		$24K Sell
525
-150
-22% -$5.49K 0.01% 517
2014
Q1 		$21K Sell
675
-255
-27% -$8.1K 0.01% 505
2013
Q4 		$32K Buy
+930
New +$28.3K 0.02% 368

Other funds holding XIV

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
IG
ING Group Amsterdam, Netherlands $16.4B AUM 34.6% 1-Year Est. Return
HP
Hound Partners New York $799M AUM 9.54% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return

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

Regal Investment Advisors sold out of VelocityShares Daily Inverse VIX Short Term ETN (XIV) in Q3 2014, closing a stake of 525 shares — an estimated $24K sold.

Regal Investment Advisors first reported a position in XIV in Q4 2013 and held it in 3 quarters. The position peaked at $32K in Q4 2013. 30 funds tracked by Wall St. Rank hold XIV as of Q3 2014.

  • Regal Investment Advisors reported no remaining VelocityShares Daily Inverse VIX Short Term ETN position as of Q3 2014 after selling out during the quarter.
  • Regal Investment Advisors sold 525 VelocityShares Daily Inverse VIX Short Term ETN shares in Q3 2014, an estimated $24K.
  • Regal Investment Advisors first reported a position in VelocityShares Daily Inverse VIX Short Term ETN in Q4 2013 and held it in 3 quarters.
  • Regal Investment Advisors's VelocityShares Daily Inverse VIX Short Term ETN position peaked at $32K in Q4 2013.
  • 30 funds tracked by Wall St. Rank held VelocityShares Daily Inverse VIX Short Term ETN as of Q3 2014.

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