RIA
ZIV

Regal Investment Advisors’s VelocityShares Daily Inverse VIX Medium Term ETN ZIV Stock Holding History

Regal Investment Advisors’s Portfolio ZIV Stock Details ZIV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-575
Closed -$27K – 993
2014
Q2 		$27K Hold
575
– – 0.01% 498
2014
Q1 		$23K Buy
575
+475
+475% +$18.3K 0.01% 484
2013
Q4 		$4K Buy
+100
New +$3.5K ﹤0.01% 710

Other funds holding ZIV

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
MRI
Mad River Investors Boston, Massachusetts $268M AUM 31.54% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
VKH
Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
IA
IndexIQ Advisors New York $2.82B AUM 12.48% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

Regal Investment Advisors sold out of VelocityShares Daily Inverse VIX Medium Term ETN (ZIV) in Q3 2014, closing a stake of 575 shares — an estimated $27K sold.

Regal Investment Advisors first reported a position in ZIV in Q4 2013 and held it in 3 quarters. The position peaked at $27K in Q2 2014. 19 funds tracked by Wall St. Rank hold ZIV as of Q3 2014.

  • Regal Investment Advisors reported no remaining VelocityShares Daily Inverse VIX Medium Term ETN position as of Q3 2014 after selling out during the quarter.
  • Regal Investment Advisors sold 575 VelocityShares Daily Inverse VIX Medium Term ETN shares in Q3 2014, an estimated $27K.
  • Regal Investment Advisors first reported a position in VelocityShares Daily Inverse VIX Medium Term ETN in Q4 2013 and held it in 3 quarters.
  • Regal Investment Advisors's VelocityShares Daily Inverse VIX Medium Term ETN position peaked at $27K in Q2 2014.
  • 19 funds tracked by Wall St. Rank held VelocityShares Daily Inverse VIX Medium Term ETN as of Q3 2014.

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