CDIA
IBLN

Capital Directions Investment Advisors’s Direxion iBillionaire Index ETF IBLN Stock Holding History

Capital Directions Investment 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
2015
Q1 		– Sell
-1,000
Closed -$26K – 79
2014
Q4 		$26K Hold
1,000
– – 0.01% 63
2014
Q3 		$26K Buy
+1,000
New +$25.6K 0.01% 61

Other funds holding IBLN

VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
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 27.61% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AIG
American International Group New York $609M AUM 23.67% 1-Year Est. Return

Capital Directions Investment Advisors's IBLN Position: Q1 2015 in Review

Capital Directions Investment Advisors sold out of Direxion iBillionaire Index ETF (IBLN) in Q1 2015, closing a stake of 1,000 shares — an estimated $26K sold.

Capital Directions Investment Advisors first reported a position in IBLN in Q3 2014 and held it in 2 quarters. The position peaked at $26K in Q4 2014. 14 funds tracked by Wall St. Rank hold IBLN as of Q1 2015.

  • Capital Directions Investment Advisors reported no remaining Direxion iBillionaire Index ETF position as of Q1 2015 after selling out during the quarter.
  • Capital Directions Investment Advisors sold 1,000 Direxion iBillionaire Index ETF shares in Q1 2015, an estimated $26K.
  • Capital Directions Investment Advisors first reported a position in Direxion iBillionaire Index ETF in Q3 2014 and held it in 2 quarters.
  • Capital Directions Investment Advisors's Direxion iBillionaire Index ETF position peaked at $26K in Q4 2014.
  • 14 funds tracked by Wall St. Rank held Direxion iBillionaire Index ETF as of Q1 2015.

Based on Capital Directions Investment Advisors's 13F filing for Q1 2015, filed 14 May 2015.