BGA
IBLN

Belmont Global Advisors’s Direxion iBillionaire Index ETF IBLN Stock Holding History

Belmont Global Advisors’s Portfolio IBLN Stock Details IBLN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-10,000
Closed -$253K – 149
2014
Q3 		$253K Buy
+10,000
New +$256K 0.2% 106

Other funds holding IBLN

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CDIA
Capital Directions Investment Advisors Atlanta, Georgia $268M AUM 20.15% 1-Year Est. Return
AIG
American International Group New York $609M AUM 23.67% 1-Year Est. Return
BRWM
B. Riley Wealth Management Memphis, Tennessee $85.5M AUM 3.46% 1-Year Est. Return

Belmont Global Advisors's IBLN Position: Q4 2014 in Review

Belmont Global Advisors sold out of Direxion iBillionaire Index ETF (IBLN) in Q4 2014, closing a stake of 10,000 shares — an estimated $253K sold.

Belmont Global Advisors first reported a position in IBLN in Q3 2014 and held it in 1 quarter. The position peaked at $253K in Q3 2014. 13 funds tracked by Wall St. Rank hold IBLN as of Q4 2014.

  • Belmont Global Advisors reported no remaining Direxion iBillionaire Index ETF position as of Q4 2014 after selling out during the quarter.
  • Belmont Global Advisors sold 10,000 Direxion iBillionaire Index ETF shares in Q4 2014, an estimated $253K.
  • Belmont Global Advisors first reported a position in Direxion iBillionaire Index ETF in Q3 2014 and held it in 1 quarter.
  • Belmont Global Advisors's Direxion iBillionaire Index ETF position peaked at $253K in Q3 2014.
  • 13 funds tracked by Wall St. Rank held Direxion iBillionaire Index ETF as of Q4 2014.

Based on Belmont Global Advisors's 13F filing for Q4 2014, filed 17 Feb 2015.