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Baltimore-Washington Financial Advisors’s Direxion Daily Energy Bull 2X ETF ERX Stock Holding History

Baltimore-Washington Financial Advisors’s Portfolio ERX Stock Details ERX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-8
Closed -$1K – 138
2015
Q3 		$1K Hold
8
– – ﹤0.01% 254
2015
Q2 		$3K Buy
8
+3
+60% +$1.77K ﹤0.01% 206
2015
Q1 		$3K Buy
+5
New +$2.76K ﹤0.01% 247

Other funds holding ERX

VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
QIM
Quantitative Investment Management Charlottesville, Virginia $963M AUM 12.95% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Baltimore-Washington Financial Advisors's ERX Position: Q4 2015 in Review

Baltimore-Washington Financial Advisors sold out of Direxion Daily Energy Bull 2X ETF (ERX) in Q4 2015, closing a stake of 8 shares — an estimated $1K sold.

Baltimore-Washington Financial Advisors first reported a position in ERX in Q1 2015 and held it in 3 quarters. The position peaked at $3K in Q2 2015. 30 funds tracked by Wall St. Rank hold ERX as of Q4 2015.

  • Baltimore-Washington Financial Advisors reported no remaining Direxion Daily Energy Bull 2X ETF position as of Q4 2015 after selling out during the quarter.
  • Baltimore-Washington Financial Advisors sold 8 Direxion Daily Energy Bull 2X ETF shares in Q4 2015, an estimated $1K.
  • Baltimore-Washington Financial Advisors first reported a position in Direxion Daily Energy Bull 2X ETF in Q1 2015 and held it in 3 quarters.
  • Baltimore-Washington Financial Advisors's Direxion Daily Energy Bull 2X ETF position peaked at $3K in Q2 2015.
  • 30 funds tracked by Wall St. Rank held Direxion Daily Energy Bull 2X ETF as of Q4 2015.

Based on Baltimore-Washington Financial Advisors's 13F filing for Q4 2015, filed 1 Feb 2016.