UCFA
XVZ

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
2014
Q3 		$257K Sell
2014
Q2 		$314K Sell
2014
Q1 		$388K Sell
2013
Q4 		$445K Sell
2013
Q3 		$587K Sell
2013
Q2 		$716K Buy