WCM
XVZ

Wealthcare Capital Management’s iPath S&P 500 Dynamic VIX ETN XVZ Stock Holding History

Wealthcare Capital Management’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
2015
Q2 		– Sell
-115
Closed -$3K – 1072
2015
Q1 		$3K Buy
+115
New +$3.27K ﹤0.01% 794

Other funds holding XVZ

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
EA
Efficient Advisors Mason, Ohio $1.41B AUM 13.81% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.63B AUM 17.53% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
TFA
Transamerica Financial Advisors St. Petersburg, Florida $1.17B AUM 23.36% 1-Year Est. Return

Wealthcare Capital Management's XVZ Position: Q2 2015 in Review

Wealthcare Capital Management sold out of iPath S&P 500 Dynamic VIX ETN (XVZ) in Q2 2015, closing a stake of 115 shares — an estimated $3K sold.

Wealthcare Capital Management first reported a position in XVZ in Q1 2015 and held it in 1 quarter. The position peaked at $3K in Q1 2015. 10 funds tracked by Wall St. Rank hold XVZ as of Q2 2015.

  • Wealthcare Capital Management reported no remaining iPath S&P 500 Dynamic VIX ETN position as of Q2 2015 after selling out during the quarter.
  • Wealthcare Capital Management sold 115 iPath S&P 500 Dynamic VIX ETN shares in Q2 2015, an estimated $3K.
  • Wealthcare Capital Management first reported a position in iPath S&P 500 Dynamic VIX ETN in Q1 2015 and held it in 1 quarter.
  • Wealthcare Capital Management's iPath S&P 500 Dynamic VIX ETN position peaked at $3K in Q1 2015.
  • 10 funds tracked by Wall St. Rank held iPath S&P 500 Dynamic VIX ETN as of Q2 2015.

Based on Wealthcare Capital Management's 13F filing for Q2 2015, filed 24 Aug 2015.