UCFA
TVIX

United Capital Financial Advisors’s VelocityShares Daily 2x VIX Short Term ETN TVIX Stock Holding History

United Capital Financial Advisors’s Portfolio TVIX Stock Details TVIX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q2 		– Sell
-1
Closed -$149K – 1321
2016
Q1 		$149K Buy
+1
New +$204K ﹤0.01% 1157
2015
Q4 		– Hold
0
– – – 1186

Other funds holding TVIX

CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
VKH
Virtu KCG Holdings New York $3.6B AUM 19.31% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return
EDRH
Edmond de Rothschild Holding Chambesy, Switzerland $6.91B AUM 19.7% 1-Year Est. Return

United Capital Financial Advisors's TVIX Position: Q2 2016 in Review

United Capital Financial Advisors sold out of VelocityShares Daily 2x VIX Short Term ETN (TVIX) in Q2 2016, closing a stake of 1 share — an estimated $149K sold.

United Capital Financial Advisors first reported a position in TVIX in Q1 2016 and held it in 1 quarter. The position peaked at $149K in Q1 2016. 24 funds tracked by Wall St. Rank hold TVIX as of Q2 2016.

  • United Capital Financial Advisors reported no remaining VelocityShares Daily 2x VIX Short Term ETN position as of Q2 2016 after selling out during the quarter.
  • United Capital Financial Advisors sold 1 VelocityShares Daily 2x VIX Short Term ETN share in Q2 2016, an estimated $149K.
  • United Capital Financial Advisors first reported a position in VelocityShares Daily 2x VIX Short Term ETN in Q1 2016 and held it in 1 quarter.
  • United Capital Financial Advisors's VelocityShares Daily 2x VIX Short Term ETN position peaked at $149K in Q1 2016.
  • 24 funds tracked by Wall St. Rank held VelocityShares Daily 2x VIX Short Term ETN as of Q2 2016.

Based on United Capital Financial Advisors's 13F filing for Q2 2016, filed 15 Aug 2016.