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Calton & Associates’s Direxion Daily MSCI Emerging Markets Bear 3X ETF EDZ Stock Holding History

Calton & Associates’s Portfolio EDZ Stock Details EDZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-411
Closed -$146K – 584
2017
Q4 		$146K Buy
+411
New +$206K 0.04% 407

Other funds holding EDZ

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SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
XS
XR Securities Chicago, Illinois $5.35M AUM 26.1% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
IP
Intellectus Partners San Francisco, California $490M AUM 35.11% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

Calton & Associates's EDZ Position: Q1 2018 in Review

Calton & Associates sold out of Direxion Daily MSCI Emerging Markets Bear 3X ETF (EDZ) in Q1 2018, closing a stake of 411 shares — an estimated $146K sold.

Calton & Associates first reported a position in EDZ in Q4 2017 and held it in 1 quarter. The position peaked at $146K in Q4 2017. 9 funds tracked by Wall St. Rank hold EDZ as of Q1 2018.

  • Calton & Associates reported no remaining Direxion Daily MSCI Emerging Markets Bear 3X ETF position as of Q1 2018 after selling out during the quarter.
  • Calton & Associates sold 411 Direxion Daily MSCI Emerging Markets Bear 3X ETF shares in Q1 2018, an estimated $146K.
  • Calton & Associates first reported a position in Direxion Daily MSCI Emerging Markets Bear 3X ETF in Q4 2017 and held it in 1 quarter.
  • Calton & Associates's Direxion Daily MSCI Emerging Markets Bear 3X ETF position peaked at $146K in Q4 2017.
  • 9 funds tracked by Wall St. Rank held Direxion Daily MSCI Emerging Markets Bear 3X ETF as of Q1 2018.

Based on Calton & Associates's 13F filing for Q1 2018, filed 17 Apr 2018.