Reilly Financial Advisors’s VelocityShares 3x Long Crude Oil ETN linked to the S&P GSCI Crude Oil Index ER due February 9, UWTI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2016
Q4
Sell
-375
Closed -$9K 960
2016
Q3
$9K Buy
375
+300
+400% +$6.85K ﹤0.01% 562
2016
Q2
$2K Hold
75
﹤0.01% 741
2016
Q1
$2K Buy
+75
New +$1.6K ﹤0.01% 1092

Other funds holding UWTI

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

Reilly Financial Advisors sold out of VelocityShares 3x Long Crude Oil ETN linked to the S&P GSCI Crude Oil Index ER due February 9, (UWTI) in Q4 2016, closing a stake of 375 shares — an estimated $9K sold.

Reilly Financial Advisors first reported a position in UWTI in Q1 2016 and held it in 3 quarters. The position peaked at $9K in Q3 2016. 5 funds tracked by Wall St. Rank hold UWTI as of Q4 2016.

  • Reilly Financial Advisors reported no remaining VelocityShares 3x Long Crude Oil ETN linked to the S&P GSCI Crude Oil Index ER due February 9, position as of Q4 2016 after selling out during the quarter.
  • Reilly Financial Advisors sold 375 VelocityShares 3x Long Crude Oil ETN linked to the S&P GSCI Crude Oil Index ER due February 9, shares in Q4 2016, an estimated $9K.
  • Reilly Financial Advisors first reported a position in VelocityShares 3x Long Crude Oil ETN linked to the S&P GSCI Crude Oil Index ER due February 9, in Q1 2016 and held it in 3 quarters.
  • Reilly Financial Advisors's VelocityShares 3x Long Crude Oil ETN linked to the S&P GSCI Crude Oil Index ER due February 9, position peaked at $9K in Q3 2016.
  • 5 funds tracked by Wall St. Rank held VelocityShares 3x Long Crude Oil ETN linked to the S&P GSCI Crude Oil Index ER due February 9, as of Q4 2016.

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