RIL
HVPW

Rothschild Investment LLC’s U.S. Equity High Volatility Put Write Index Fund HVPW Stock Holding History

Rothschild Investment LLC’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
2017
Q2 		– Sell
-15,891
Closed -$309K – 497
2017
Q1 		$309K Buy
15,891
+5,116
+47% +$99.8K 0.04% 342
2016
Q4 		$209K Buy
+10,775
New +$212K 0.03% 404

Rothschild Investment LLC's HVPW Position: Q2 2017 in Review

Rothschild Investment LLC sold out of U.S. Equity High Volatility Put Write Index Fund (HVPW) in Q2 2017, closing a stake of 15,891 shares — an estimated $309K sold.

Rothschild Investment LLC first reported a position in HVPW in Q4 2016 and held it in 2 quarters. The position peaked at $309K in Q1 2017. 0 funds tracked by Wall St. Rank hold HVPW as of Q2 2017.

  • Rothschild Investment LLC reported no remaining U.S. Equity High Volatility Put Write Index Fund position as of Q2 2017 after selling out during the quarter.
  • Rothschild Investment LLC sold 15,891 U.S. Equity High Volatility Put Write Index Fund shares in Q2 2017, an estimated $309K.
  • Rothschild Investment LLC first reported a position in U.S. Equity High Volatility Put Write Index Fund in Q4 2016 and held it in 2 quarters.
  • Rothschild Investment LLC's U.S. Equity High Volatility Put Write Index Fund position peaked at $309K in Q1 2017.
  • 0 funds tracked by Wall St. Rank held U.S. Equity High Volatility Put Write Index Fund as of Q2 2017.

Based on Rothschild Investment LLC's 13F filing for Q2 2017, filed 21 Jul 2017.