SMFS
ZIV

Squar Milner Financial Services’s VelocityShares Daily Inverse VIX Medium Term ETN ZIV Stock Holding History

Squar Milner Financial Services’s Portfolio ZIV Stock Details ZIV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-1,100
Closed -$66K – 860
2018
Q4 		$66K Buy
+1,100
New +$74.2K 0.06% 260

Other funds holding ZIV

CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return
VV
Valentine Ventures Bend, Oregon $92.9M AUM 0.08% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
RC
RBF Capital San Francisco, California $2.05B AUM 29.64% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
VIM
Vista Investment Management Pittsburgh, Pennsylvania $301M AUM 17.29% 1-Year Est. Return
RF
RHS Financial San Francisco, California $211M AUM 20.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Squar Milner Financial Services's ZIV Position: Q1 2019 in Review

Squar Milner Financial Services sold out of VelocityShares Daily Inverse VIX Medium Term ETN (ZIV) in Q1 2019, closing a stake of 1,100 shares — an estimated $66K sold.

Squar Milner Financial Services first reported a position in ZIV in Q4 2018 and held it in 1 quarter. The position peaked at $66K in Q4 2018. 20 funds tracked by Wall St. Rank hold ZIV as of Q1 2019.

  • Squar Milner Financial Services reported no remaining VelocityShares Daily Inverse VIX Medium Term ETN position as of Q1 2019 after selling out during the quarter.
  • Squar Milner Financial Services sold 1,100 VelocityShares Daily Inverse VIX Medium Term ETN shares in Q1 2019, an estimated $66K.
  • Squar Milner Financial Services first reported a position in VelocityShares Daily Inverse VIX Medium Term ETN in Q4 2018 and held it in 1 quarter.
  • Squar Milner Financial Services's VelocityShares Daily Inverse VIX Medium Term ETN position peaked at $66K in Q4 2018.
  • 20 funds tracked by Wall St. Rank held VelocityShares Daily Inverse VIX Medium Term ETN as of Q1 2019.

Based on Squar Milner Financial Services's 13F filing for Q1 2019, filed 25 Apr 2019.