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Alpine Woods Capital Investors’s Direxion Daily S&P 500 Bull 3x ETF SPXL Stock Holding History

Alpine Woods Capital Investors’s Portfolio SPXL Stock Details SPXL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-40,000
Closed -$480K – 424
2013
Q3 		$480K Buy
+40,000
New +$473K 0.03% 277

Other funds holding SPXL

AT
Allston Trading Chicago, Illinois $41.7M AUM 33.91% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CPSAC
Chas P. Smith & Associates (CPS) Lakeland, Florida $1.84B AUM 13.62% 1-Year Est. Return
PSW
Portfolio Strategies (Washington) Tacoma, Washington $50.1M AUM 11.94% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Alpine Woods Capital Investors's SPXL Position: Q4 2013 in Review

Alpine Woods Capital Investors sold out of Direxion Daily S&P 500 Bull 3x ETF (SPXL) in Q4 2013, closing a stake of 40,000 shares — an estimated $480K sold.

Alpine Woods Capital Investors first reported a position in SPXL in Q3 2013 and held it in 1 quarter. The position peaked at $480K in Q3 2013. 31 funds tracked by Wall St. Rank hold SPXL as of Q4 2013.

  • Alpine Woods Capital Investors reported no remaining Direxion Daily S&P 500 Bull 3x ETF position as of Q4 2013 after selling out during the quarter.
  • Alpine Woods Capital Investors sold 40,000 Direxion Daily S&P 500 Bull 3x ETF shares in Q4 2013, an estimated $480K.
  • Alpine Woods Capital Investors first reported a position in Direxion Daily S&P 500 Bull 3x ETF in Q3 2013 and held it in 1 quarter.
  • Alpine Woods Capital Investors's Direxion Daily S&P 500 Bull 3x ETF position peaked at $480K in Q3 2013.
  • 31 funds tracked by Wall St. Rank held Direxion Daily S&P 500 Bull 3x ETF as of Q4 2013.

Based on Alpine Woods Capital Investors's 13F filing for Q4 2013, filed 11 Feb 2014.