SBIA
UWT

Sheaff Brock Investment Advisors’s VelocityShares3x Long Crude Oil ETNs linked to the S&P GSCI Crude Oil Index ER UWT Stock Holding History

Sheaff Brock Investment Advisors’s Portfolio UWT Stock Details UWT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-10,000
Closed -$147K – 508
2019
Q2 		$147K Sell
10,000
-50,000
-83% -$883K 0.02% 448
2019
Q1 		$1.08M Buy
+60,000
New +$871K 0.13% 123

Other funds holding UWT

Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
GC
GMT Capital Atlanta, Georgia $2.19B AUM 72.3% 1-Year Est. Return
JT
Jump Trading Chicago, Illinois $150M AUM 17.61% 1-Year Est. Return
BAAM
Baker Avenue Asset Management San Francisco, California $5.28B AUM 39.19% 1-Year Est. Return
TMC
Trellus Management Company Delray Beach, Florida $72.8M AUM 4.5% 1-Year Est. Return
PAG
Private Advisory Group Redmond, Washington $1.85B AUM 50.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Sheaff Brock Investment Advisors's UWT Position: Q3 2019 in Review

Sheaff Brock Investment Advisors sold out of VelocityShares3x Long Crude Oil ETNs linked to the S&P GSCI Crude Oil Index ER (UWT) in Q3 2019, closing a stake of 10,000 shares — an estimated $147K sold.

Sheaff Brock Investment Advisors first reported a position in UWT in Q1 2019 and held it in 2 quarters. The position peaked at $1.08M in Q1 2019. 14 funds tracked by Wall St. Rank hold UWT as of Q3 2019.

  • Sheaff Brock Investment Advisors reported no remaining VelocityShares3x Long Crude Oil ETNs linked to the S&P GSCI Crude Oil Index ER position as of Q3 2019 after selling out during the quarter.
  • Sheaff Brock Investment Advisors sold 10,000 VelocityShares3x Long Crude Oil ETNs linked to the S&P GSCI Crude Oil Index ER shares in Q3 2019, an estimated $147K.
  • Sheaff Brock Investment Advisors first reported a position in VelocityShares3x Long Crude Oil ETNs linked to the S&P GSCI Crude Oil Index ER in Q1 2019 and held it in 2 quarters.
  • Sheaff Brock Investment Advisors's VelocityShares3x Long Crude Oil ETNs linked to the S&P GSCI Crude Oil Index ER position peaked at $1.08M in Q1 2019.
  • 14 funds tracked by Wall St. Rank held VelocityShares3x Long Crude Oil ETNs linked to the S&P GSCI Crude Oil Index ER as of Q3 2019.

Based on Sheaff Brock Investment Advisors's 13F filing for Q3 2019, filed 28 Oct 2019.