W
ZIV

WealthOne’s VelocityShares Daily Inverse VIX Medium Term ETN ZIV Stock Holding History

WealthOne’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
2019
Q1 		– Sell
-24
Closed -$1K – 598
2018
Q4 		$1K Buy
+24
New +$1.62K ﹤0.01% 591

Other funds holding ZIV

CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return
VV
Valentine Ventures Bend, Oregon $92.9M AUM 0.08% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
RC
RBF Capital San Francisco, California $2.41B AUM 39.41% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
VIM
Vista Investment Management Pittsburgh, Pennsylvania $333M AUM 24.2% 1-Year Est. Return
RF
RHS Financial San Francisco, California $296M AUM 17.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

WealthOne's ZIV Position: Q1 2019 in Review

WealthOne sold out of VelocityShares Daily Inverse VIX Medium Term ETN (ZIV) in Q1 2019, closing a stake of 24 shares — an estimated $1K sold.

WealthOne first reported a position in ZIV in Q4 2018 and held it in 1 quarter. The position peaked at $1K in Q4 2018. 20 funds tracked by Wall St. Rank hold ZIV as of Q1 2019.

  • WealthOne reported no remaining VelocityShares Daily Inverse VIX Medium Term ETN position as of Q1 2019 after selling out during the quarter.
  • WealthOne sold 24 VelocityShares Daily Inverse VIX Medium Term ETN shares in Q1 2019, an estimated $1K.
  • WealthOne first reported a position in VelocityShares Daily Inverse VIX Medium Term ETN in Q4 2018 and held it in 1 quarter.
  • WealthOne's VelocityShares Daily Inverse VIX Medium Term ETN position peaked at $1K in Q4 2018.
  • 20 funds tracked by Wall St. Rank held VelocityShares Daily Inverse VIX Medium Term ETN as of Q1 2019.

Based on WealthOne's 13F filing for Q1 2019, filed 16 May 2019.