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BerganKDV Wealth Management’s Direxion Daily S&P Biotech Bull 3X ETF LABU Stock Holding History

BerganKDV Wealth Management’s Portfolio LABU Stock Details LABU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-5
Closed -$5K – 730
2019
Q2 		$5K Hold
5
– – ﹤0.01% 585
2019
Q1 		$5K Hold
5
– – ﹤0.01% 589
2018
Q4 		$3K Buy
+5
New +$5.24K ﹤0.01% 594

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HJMC
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OPPM
Opus Point Partners Management New York $55.3M AUM 7.48% 1-Year Est. Return
HIS
Harvest Investment Services Oakbrook Terrace, Illinois $547M AUM 64.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CG
Cutler Group San Francisco, California $307M AUM 45.11% 1-Year Est. Return
TCM
Traynor Capital Management Malvern, Pennsylvania $1.7B AUM 39.15% 1-Year Est. Return
EWA
Exencial Wealth Advisors Oklahoma City, Oklahoma $3.22B AUM 20.17% 1-Year Est. Return
G
Gainplan Bloomfield Hills, Michigan $254M AUM 25.62% 1-Year Est. Return

BerganKDV Wealth Management's LABU Position: Q3 2019 in Review

BerganKDV Wealth Management sold out of Direxion Daily S&P Biotech Bull 3X ETF (LABU) in Q3 2019, closing a stake of 5 shares — an estimated $5K sold.

BerganKDV Wealth Management first reported a position in LABU in Q4 2018 and held it in 3 quarters. The position peaked at $5K in Q2 2019. 21 funds tracked by Wall St. Rank hold LABU as of Q3 2019.

  • BerganKDV Wealth Management reported no remaining Direxion Daily S&P Biotech Bull 3X ETF position as of Q3 2019 after selling out during the quarter.
  • BerganKDV Wealth Management sold 5 Direxion Daily S&P Biotech Bull 3X ETF shares in Q3 2019, an estimated $5K.
  • BerganKDV Wealth Management first reported a position in Direxion Daily S&P Biotech Bull 3X ETF in Q4 2018 and held it in 3 quarters.
  • BerganKDV Wealth Management's Direxion Daily S&P Biotech Bull 3X ETF position peaked at $5K in Q2 2019.
  • 21 funds tracked by Wall St. Rank held Direxion Daily S&P Biotech Bull 3X ETF as of Q3 2019.

Based on BerganKDV Wealth Management's 13F filing for Q3 2019, filed 8 Nov 2019.