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Bell Rock Capital’s Direxion Daily S&P 500 Bull 3x ETF SPXL Stock Holding History

Bell Rock Capital’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
2018
Q1 		– Sell
-519
Closed -$23K – 454
2017
Q4 		$23K Buy
+519
New +$21.8K 0.01% 304
2017
Q3 		– Sell
-1,000
Closed -$34K – 422
2017
Q2 		$34K Sell
1,000
-1,780
-64% -$58.9K 0.02% 256
2017
Q1 		$88K Buy
2,780
+780
+39% +$23.5K 0.08% 145
2016
Q4 		$54K Buy
+2,000
New +$49.9K 0.06% 173

Other funds holding SPXL

G
Gainplan Bloomfield Hills, Michigan $254M AUM 25.62% 1-Year Est. Return
PFM
Probabilities Fund Management White Plains, New York $28.1M AUM 54.68% 1-Year Est. Return
WA
Wealthstar Advisors Plano, Texas $213M AUM 27.52% 1-Year Est. Return
TCM
Traynor Capital Management Malvern, Pennsylvania $1.7B AUM 39.15% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
TMC
Trellus Management Company Delray Beach, Florida $72.8M AUM 4.5% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Bell Rock Capital's SPXL Position: Q1 2018 in Review

Bell Rock Capital sold out of Direxion Daily S&P 500 Bull 3x ETF (SPXL) in Q1 2018, closing a stake of 519 shares — an estimated $23K sold.

Bell Rock Capital first reported a position in SPXL in Q4 2016 and held it in 4 quarters. The position peaked at $88K in Q1 2017. 47 funds tracked by Wall St. Rank hold SPXL as of Q1 2018.

  • Bell Rock Capital reported no remaining Direxion Daily S&P 500 Bull 3x ETF position as of Q1 2018 after selling out during the quarter.
  • Bell Rock Capital sold 519 Direxion Daily S&P 500 Bull 3x ETF shares in Q1 2018, an estimated $23K.
  • Bell Rock Capital first reported a position in Direxion Daily S&P 500 Bull 3x ETF in Q4 2016 and held it in 4 quarters.
  • Bell Rock Capital's Direxion Daily S&P 500 Bull 3x ETF position peaked at $88K in Q1 2017.
  • 47 funds tracked by Wall St. Rank held Direxion Daily S&P 500 Bull 3x ETF as of Q1 2018.

Based on Bell Rock Capital's 13F filing for Q1 2018, filed 14 Nov 2018.