WAM
DTYS

Wealthspire Advisors (Maryland)’s iPath US Treasury 10-year Bear ETN DTYS Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio DTYS Stock Details DTYS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-1,976
Closed -$40K – 1979
2015
Q4 		$40K Buy
+1,976
New +$38.1K 0.01% 780

Other funds holding DTYS

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
1IA
1834 Investment Advisors Milwaukee, Wisconsin $801M AUM 18.16% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
VKH
Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return
MFS
MSI Financial Services Springfield, Massachusetts $3.07B AUM 10.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s DTYS Position: Q1 2016 in Review

Wealthspire Advisors (Maryland) sold out of iPath US Treasury 10-year Bear ETN (DTYS) in Q1 2016, closing a stake of 1,976 shares — an estimated $40K sold.

Wealthspire Advisors (Maryland) first reported a position in DTYS in Q4 2015 and held it in 1 quarter. The position peaked at $40K in Q4 2015. 15 funds tracked by Wall St. Rank hold DTYS as of Q1 2016.

  • Wealthspire Advisors (Maryland) reported no remaining iPath US Treasury 10-year Bear ETN position as of Q1 2016 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 1,976 iPath US Treasury 10-year Bear ETN shares in Q1 2016, an estimated $40K.
  • Wealthspire Advisors (Maryland) first reported a position in iPath US Treasury 10-year Bear ETN in Q4 2015 and held it in 1 quarter.
  • Wealthspire Advisors (Maryland)'s iPath US Treasury 10-year Bear ETN position peaked at $40K in Q4 2015.
  • 15 funds tracked by Wall St. Rank held iPath US Treasury 10-year Bear ETN as of Q1 2016.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q1 2016, filed 6 May 2016.