Sheaff Brock Investment Advisors’s VelocityShares Daily Inverse VIX Short Term ETN XIV Stock Holding History

Sheaff Brock Investment Advisors’s Portfolio XIV Stock Details XIV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q4	–	Sell	-2,682	Closed	-$262K	–	593
2017 Q3	$262K	Buy	+2,682	New	+$234K	0.03%	395
2017 Q2	–	Sell	-4,696	Closed	-$343K	–	677
2017 Q1	$343K	Sell	4,696 -829	-15%	-$53K	0.04%	356
2016 Q4	$258K	Buy	+5,525	New	+$230K	0.03%	450
2016 Q2	–	Sell	-22,775	Closed	-$589K	–	666
2016 Q1	$589K	Buy	+22,775	New	+$469K	0.07%	261

Other funds holding XIV

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

Keel Point Huntsville, Alabama $1.51B AUM 20.06% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 27.61% 1-Year Est. Return

Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return

BFM

Boothbay Fund Management New York $7.71B AUM 106.29% 1-Year Est. Return

BCM

Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

EVM

Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return

Sheaff Brock Investment Advisors's XIV Position: Q4 2017 in Review

Sheaff Brock Investment Advisors sold out of VelocityShares Daily Inverse VIX Short Term ETN (XIV) in Q4 2017, closing a stake of 2,682 shares — an estimated $262K sold.

Sheaff Brock Investment Advisors first reported a position in XIV in Q1 2016 and held it in 4 quarters. The position peaked at $589K in Q1 2016. 50 funds tracked by Wall St. Rank hold XIV as of Q4 2017.

Sheaff Brock Investment Advisors reported no remaining VelocityShares Daily Inverse VIX Short Term ETN position as of Q4 2017 after selling out during the quarter.
Sheaff Brock Investment Advisors sold 2,682 VelocityShares Daily Inverse VIX Short Term ETN shares in Q4 2017, an estimated $262K.
Sheaff Brock Investment Advisors first reported a position in VelocityShares Daily Inverse VIX Short Term ETN in Q1 2016 and held it in 4 quarters.
Sheaff Brock Investment Advisors's VelocityShares Daily Inverse VIX Short Term ETN position peaked at $589K in Q1 2016.
50 funds tracked by Wall St. Rank held VelocityShares Daily Inverse VIX Short Term ETN as of Q4 2017.

Based on Sheaff Brock Investment Advisors's 13F filing for Q4 2017, filed 12 Feb 2018.