WP
VXX

WealthPLAN Partners’s iPath S&P 500 VIX Short-Term Futures ETN due 1/30/2019 VXX Stock Holding History

WealthPLAN Partners’s Portfolio VXX Stock Details VXX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-495
Closed -$32K – 509
2017
Q1 		$32K Buy
+495
New +$36.7K 0.11% 145
2016
Q3 		– Sell
-770
Closed -$140K – 1183
2016
Q2 		$140K Buy
+770
New +$192K 0.02% 499
2015
Q4 		$2.81K Buy
+9
New +$2.86K ﹤0.01% 1454
2015
Q2 		– Sell
-9
Closed -$4K – 571
2015
Q1 		$4K Buy
+9
New +$4.37K ﹤0.01% 453

Other funds holding VXX

Barclays
Barclays London, United Kingdom $280B AUM 33.63% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return
PC
Passport Capital San Francisco, California $394M AUM 50.67% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
CFIC
City Financial Investment Company London, United Kingdom $554M AUM 5.93% 1-Year Est. Return
LCM
Laurion Capital Management New York $1.07B AUM 75.73% 1-Year Est. Return
CANY
Caxton Associates (New York) New York $3.14B AUM 54.49% 1-Year Est. Return
Tiger Global Management
Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return