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 $1.21T AUM 78.12% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
DS
DRW Securities Chicago, Illinois $4.11B AUM 21.98% 1-Year Est. Return
TC
Toews Corporation Northfield, New Jersey $686M AUM 6.66% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $5.69B AUM 60.64% 1-Year Est. Return

WealthPLAN Partners's XIV Position: Q3 2016 in Review

WealthPLAN Partners sold out of VelocityShares Daily Inverse VIX Short Term ETN (XIV) in Q3 2016, closing a stake of 171 shares — an estimated $379 sold.

WealthPLAN Partners first reported a position in XIV in Q2 2016 and held it in 1 quarter. The position peaked at $379 in Q2 2016. 51 funds tracked by Wall St. Rank hold XIV as of Q3 2016.

  • WealthPLAN Partners reported no remaining VelocityShares Daily Inverse VIX Short Term ETN position as of Q3 2016 after selling out during the quarter.
  • WealthPLAN Partners sold 171 VelocityShares Daily Inverse VIX Short Term ETN shares in Q3 2016, an estimated $379.
  • WealthPLAN Partners first reported a position in VelocityShares Daily Inverse VIX Short Term ETN in Q2 2016 and held it in 1 quarter.
  • WealthPLAN Partners's VelocityShares Daily Inverse VIX Short Term ETN position peaked at $379 in Q2 2016.
  • 51 funds tracked by Wall St. Rank held VelocityShares Daily Inverse VIX Short Term ETN as of Q3 2016.

Based on WealthPLAN Partners's 13F filing for Q3 2016, filed 9 Dec 2016.