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Baystate Wealth Management’s Direxion Daily Financial Bull 3x ETF FAS Stock Holding History

Baystate Wealth Management’s Portfolio FAS Stock Details FAS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-176
Closed -$10K – 676
2018
Q4 		$10K Sell
176
-509
-74% -$29.3K ﹤0.01% 370
2018
Q3 		$44K Buy
+685
New +$49K 0.01% 218

Other funds holding FAS

Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
EWA
Exencial Wealth Advisors Oklahoma City, Oklahoma $3.22B AUM 20.17% 1-Year Est. Return
BFG
Bouchey Financial Group Troy, New York $1.36B AUM 13.96% 1-Year Est. Return
RIA
RPG Investment Advisory Pleasanton, California $829M AUM 36.68% 1-Year Est. Return
HJMC
Hellman Jordan Management Company Quincy, Massachusetts $58.9M AUM 18.56% 1-Year Est. Return
HIS
Harvest Investment Services Oakbrook Terrace, Illinois $547M AUM 64.58% 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
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
CBU
CIBC Bank USA Chicago, Illinois $756M AUM 24.68% 1-Year Est. Return

Baystate Wealth Management's FAS Position: Q1 2019 in Review

Baystate Wealth Management sold out of Direxion Daily Financial Bull 3x ETF (FAS) in Q1 2019, closing a stake of 176 shares — an estimated $10K sold.

Baystate Wealth Management first reported a position in FAS in Q3 2018 and held it in 2 quarters. The position peaked at $44K in Q3 2018. 57 funds tracked by Wall St. Rank hold FAS as of Q1 2019.

  • Baystate Wealth Management reported no remaining Direxion Daily Financial Bull 3x ETF position as of Q1 2019 after selling out during the quarter.
  • Baystate Wealth Management sold 176 Direxion Daily Financial Bull 3x ETF shares in Q1 2019, an estimated $10K.
  • Baystate Wealth Management first reported a position in Direxion Daily Financial Bull 3x ETF in Q3 2018 and held it in 2 quarters.
  • Baystate Wealth Management's Direxion Daily Financial Bull 3x ETF position peaked at $44K in Q3 2018.
  • 57 funds tracked by Wall St. Rank held Direxion Daily Financial Bull 3x ETF as of Q1 2019.

Based on Baystate Wealth Management's 13F filing for Q1 2019, filed 25 Apr 2019.