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V Wealth Advisors LLC Historic Quarter Change: USA Everything Else, New

V Wealth Advisors LLC historic quarter change: USA Everything Else, New

In partnership units, exchange-traded notes and anything else (listed in the US), over 2 quarters from 2016-03-31 to 2016-09-30, V Wealth Advisors LLC opened 2 positions, added to 1, reduced 0 and sold out of 3.

  • Q2 2016: Stock JPMORGAN CHASE & CO; Country of operation —; Class ALERIAN ML ETN; Shares before 0.
  • Q2 2016: Stock BARCLAYS BK PLC; Country of operation —; Class IPSPGS TTL ETN; Shares before 0.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1661149), 2 quarters: Q3 2016 (2016-06-30 to 2016-09-30, filed 2016-10-28); Q2 2016 (2016-03-31 to 2016-06-30, filed 2016-07-18). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2016-03-31.

QuarterStockCountry of operationClassShares beforeShares afterShare changeValue beforeValue afterValue changeFiled
Q2 2016JPMORGAN CHASE & CO
CUSIP 46625H365
ALERIAN ML ETN038,875+38,875$0$1,237,000+$1,237,0002016-07-18
Q2 2016BARCLAYS BK PLC
CUSIP 06738C794
IPSPGS TTL ETN067,430+67,430$0$979,000+$979,0002016-07-18

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