WAM
UWTI

Wealthspire Advisors (Maryland)’s VelocityShares 3x Long Crude Oil ETN linked to the S&P GSCI Crude Oil Index ER due February 9, UWTI Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio UWTI Stock Details UWTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-1
Closed – – 1935
2015
Q4 		$0 Buy
+1
New +$79 ﹤0.01% 1824

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ED
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AAA
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JT
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PFA
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GA
Geneva Advisors Chicago, Illinois $5.81B AUM 23.71% 1-Year Est. Return
Cambridge Investment Research Advisors
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VKH
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Wealthspire Advisors (Maryland)'s UWTI Position: Q1 2016 in Review

Wealthspire Advisors (Maryland) sold out of VelocityShares 3x Long Crude Oil ETN linked to the S&P GSCI Crude Oil Index ER due February 9, (UWTI) in Q1 2016, closing a stake of 1 share.

Wealthspire Advisors (Maryland) first reported a position in UWTI in Q4 2015 and held it in 1 quarter. The position peaked at $0 in Q4 2015. 37 funds tracked by Wall St. Rank hold UWTI as of Q1 2016.

  • Wealthspire Advisors (Maryland) reported no remaining VelocityShares 3x Long Crude Oil ETN linked to the S&P GSCI Crude Oil Index ER due February 9, position as of Q1 2016 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 1 VelocityShares 3x Long Crude Oil ETN linked to the S&P GSCI Crude Oil Index ER due February 9, share in Q1 2016.
  • Wealthspire Advisors (Maryland) first reported a position in VelocityShares 3x Long Crude Oil ETN linked to the S&P GSCI Crude Oil Index ER due February 9, in Q4 2015 and held it in 1 quarter.
  • Wealthspire Advisors (Maryland)'s VelocityShares 3x Long Crude Oil ETN linked to the S&P GSCI Crude Oil Index ER due February 9, position peaked at $0 in Q4 2015.
  • 37 funds tracked by Wall St. Rank held VelocityShares 3x Long Crude Oil ETN linked to the S&P GSCI Crude Oil Index ER due February 9, as of Q1 2016.

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