VFA
ZIV

Valeo Financial Advisors’s VelocityShares Daily Inverse VIX Medium Term ETN ZIV Stock Holding History

Valeo Financial Advisors’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
2017
Q4 		– Sell
-2,483
Closed -$186K – 1458
2017
Q3 		$186K Buy
+2,483
New +$180K 0.04% 208

Other funds holding ZIV

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VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
TFA
Transamerica Financial Advisors St. Petersburg, Florida $1.17B AUM 23.36% 1-Year Est. Return
VIM
Vista Investment Management Pittsburgh, Pennsylvania $301M AUM 17.29% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
AIA
Allegis Investment Advisors Idaho Falls, Idaho $326M AUM 10.36% 1-Year Est. Return

Valeo Financial Advisors's ZIV Position: Q4 2017 in Review

Valeo Financial Advisors sold out of VelocityShares Daily Inverse VIX Medium Term ETN (ZIV) in Q4 2017, closing a stake of 2,483 shares — an estimated $186K sold.

Valeo Financial Advisors first reported a position in ZIV in Q3 2017 and held it in 1 quarter. The position peaked at $186K in Q3 2017. 23 funds tracked by Wall St. Rank hold ZIV as of Q4 2017.

  • Valeo Financial Advisors reported no remaining VelocityShares Daily Inverse VIX Medium Term ETN position as of Q4 2017 after selling out during the quarter.
  • Valeo Financial Advisors sold 2,483 VelocityShares Daily Inverse VIX Medium Term ETN shares in Q4 2017, an estimated $186K.
  • Valeo Financial Advisors first reported a position in VelocityShares Daily Inverse VIX Medium Term ETN in Q3 2017 and held it in 1 quarter.
  • Valeo Financial Advisors's VelocityShares Daily Inverse VIX Medium Term ETN position peaked at $186K in Q3 2017.
  • 23 funds tracked by Wall St. Rank held VelocityShares Daily Inverse VIX Medium Term ETN as of Q4 2017.

Based on Valeo Financial Advisors's 13F filing for Q4 2017, filed 9 Feb 2018.