United Capital Financial Advisors’s iPath S&P 500 Dynamic VIX ETN XVZ Stock Holding History

United Capital Financial Advisors’s Portfolio XVZ Stock Details XVZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q4	–	Sell	-8,361	Closed	-$257K	–	1224
2014 Q3	$257K	Sell	8,361 -2,152	-20%	-$64.3K	﹤0.01%	970
2014 Q2	$314K	Sell	10,513 -1,893	-15%	-$57.7K	0.01%	746
2014 Q1	$388K	Sell	12,406 -794	-6%	-$25.8K	0.01%	704
2013 Q4	$445K	Sell	13,200 -1,924	-13%	-$69.3K	0.02%	453
2013 Q3	$587K	Sell	15,124 -1,619	-10%	-$65K	0.02%	414
2013 Q2	$716K	Buy	+16,743	New	+$676K	0.02%	453

Other funds holding XVZ

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Efficient Advisors Mason, Ohio $1.41B AUM 13.81% 1-Year Est. Return

LPT

Legacy Private Trust Neenah, Wisconsin $1.81B AUM 19.87% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return

WFG Advisors Dallas, Texas $442M AUM 31.93% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

United Capital Financial Advisors's XVZ Position: Q4 2014 in Review

United Capital Financial Advisors sold out of iPath S&P 500 Dynamic VIX ETN (XVZ) in Q4 2014, closing a stake of 8,361 shares — an estimated $257K sold.

United Capital Financial Advisors first reported a position in XVZ in Q2 2013 and held it in 6 quarters. The position peaked at $716K in Q2 2013. 15 funds tracked by Wall St. Rank hold XVZ as of Q4 2014.

United Capital Financial Advisors reported no remaining iPath S&P 500 Dynamic VIX ETN position as of Q4 2014 after selling out during the quarter.
United Capital Financial Advisors sold 8,361 iPath S&P 500 Dynamic VIX ETN shares in Q4 2014, an estimated $257K.
United Capital Financial Advisors first reported a position in iPath S&P 500 Dynamic VIX ETN in Q2 2013 and held it in 6 quarters.
United Capital Financial Advisors's iPath S&P 500 Dynamic VIX ETN position peaked at $716K in Q2 2013.
15 funds tracked by Wall St. Rank held iPath S&P 500 Dynamic VIX ETN as of Q4 2014.

Based on United Capital Financial Advisors's 13F filing for Q4 2014, filed 13 Feb 2015.