WP
XIV

WealthPLAN Partners’s VelocityShares Daily Inverse VIX Short Term ETN XIV Stock Holding History

WealthPLAN Partners’s Portfolio XIV Stock Details XIV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		– Sell
-171
Closed -$379 – 1168
2016
Q2 		$379 Buy
+171
New +$4.74K ﹤0.01% 2379

Other funds holding XIV

CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Jane Street
Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
DS
DRW Securities Chicago, Illinois $1.84B AUM 20.54% 1-Year Est. Return
TC
Toews Corporation Northfield, New Jersey $259M AUM 5.15% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return