RFA
HVPW

Reilly Financial Advisors’s U.S. Equity High Volatility Put Write Index Fund HVPW Stock Holding History

Reilly Financial Advisors’s Portfolio HVPW Stock Details HVPW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-500
Closed -$10K – 956
2016
Q3 		$10K Buy
+500
New +$9.9K ﹤0.01% 543

Other funds holding HVPW

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SFM
Signet Financial Management Parsippany, New Jersey $892M AUM 23.24% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 27.61% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
VKH
Virtu KCG Holdings New York $3.6B AUM 19.31% 1-Year Est. Return

Reilly Financial Advisors's HVPW Position: Q4 2016 in Review

Reilly Financial Advisors sold out of U.S. Equity High Volatility Put Write Index Fund (HVPW) in Q4 2016, closing a stake of 500 shares — an estimated $10K sold.

Reilly Financial Advisors first reported a position in HVPW in Q3 2016 and held it in 1 quarter. The position peaked at $10K in Q3 2016. 24 funds tracked by Wall St. Rank hold HVPW as of Q4 2016.

  • Reilly Financial Advisors reported no remaining U.S. Equity High Volatility Put Write Index Fund position as of Q4 2016 after selling out during the quarter.
  • Reilly Financial Advisors sold 500 U.S. Equity High Volatility Put Write Index Fund shares in Q4 2016, an estimated $10K.
  • Reilly Financial Advisors first reported a position in U.S. Equity High Volatility Put Write Index Fund in Q3 2016 and held it in 1 quarter.
  • Reilly Financial Advisors's U.S. Equity High Volatility Put Write Index Fund position peaked at $10K in Q3 2016.
  • 24 funds tracked by Wall St. Rank held U.S. Equity High Volatility Put Write Index Fund as of Q4 2016.

Based on Reilly Financial Advisors's 13F filing for Q4 2016, filed 24 Jan 2017.