CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s Direxion Daily Mid Cap Bull 3X ETF MIDU Stock Holding History

CAPTRUST Financial Advisors’s Portfolio MIDU Stock Details MIDU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-40
Closed -$1K – 204
2013
Q3 		$1K Buy
+40
New +$508 ﹤0.01% 168

Other funds holding MIDU

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CPSAC
Chas P. Smith & Associates (CPS) Lakeland, Florida $1.84B AUM 13.62% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
KC
Kingfisher Capital Charlotte, North Carolina $437M AUM 41.72% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
TH
Timber Hill Greenwich, Connecticut $15.4M AUM 30.7% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AC
AFAM Capital Austin, Texas $718M AUM 12.09% 1-Year Est. Return

CAPTRUST Financial Advisors's MIDU Position: Q4 2013 in Review

CAPTRUST Financial Advisors sold out of Direxion Daily Mid Cap Bull 3X ETF (MIDU) in Q4 2013, closing a stake of 40 shares — an estimated $1K sold.

CAPTRUST Financial Advisors first reported a position in MIDU in Q3 2013 and held it in 1 quarter. The position peaked at $1K in Q3 2013. 15 funds tracked by Wall St. Rank hold MIDU as of Q4 2013.

  • CAPTRUST Financial Advisors reported no remaining Direxion Daily Mid Cap Bull 3X ETF position as of Q4 2013 after selling out during the quarter.
  • CAPTRUST Financial Advisors sold 40 Direxion Daily Mid Cap Bull 3X ETF shares in Q4 2013, an estimated $1K.
  • CAPTRUST Financial Advisors first reported a position in Direxion Daily Mid Cap Bull 3X ETF in Q3 2013 and held it in 1 quarter.
  • CAPTRUST Financial Advisors's Direxion Daily Mid Cap Bull 3X ETF position peaked at $1K in Q3 2013.
  • 15 funds tracked by Wall St. Rank held Direxion Daily Mid Cap Bull 3X ETF as of Q4 2013.

Based on CAPTRUST Financial Advisors's 13F filing for Q4 2013, filed 11 Feb 2014.