Concert Wealth Management’s Direxion Daily Mid Cap Bull 3X ETF MIDU Stock Holding History

Concert Wealth Management’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
2017 Q3	$489K	Buy	12,110 +25	+0.2%	+$928	1.98%	18
2017 Q2	$451K	Buy	12,085 +581	+5%	+$21.1K	0.44%	67
2017 Q1	$373K	Buy	11,504 +213	+2%	+$7.49K	0.08%	311
2016 Q4	$366K	Buy	+11,291	New	+$329K	0.08%	311
2015 Q3	–	Sell	-18,042	Closed	-$485K	–	722
2015 Q2	$485K	Buy	+18,042	New	+$454K	0.06%	367
2014 Q4	–	Sell	-25,400	Closed	-$422K	–	653
2014 Q3	$422K	Sell	25,400 -2,500	-9%	-$45.5K	0.06%	305
2014 Q2	$524K	Buy	27,900 +495	+2%	+$8.38K	0.06%	265
2014 Q1	$447K	Buy	+27,405	New	+$439K	0.06%	302

Other funds holding MIDU

TCM

Traynor Capital Management Malvern, Pennsylvania $2.18B AUM 62.36% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

RFS

Rockefeller Financial Services New York $6.34B AUM 33.57% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 27.61% 1-Year Est. Return

AFAM Capital Austin, Texas $718M AUM 12.1% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

CAL

Capital Analysts LLC Fort Washington, Pennsylvania $4.34B AUM 17.55% 1-Year Est. Return

Advisor Group Phoenix, Arizona $14.5B AUM 28.91% 1-Year Est. Return

Concert Wealth Management's MIDU Position: Q3 2017 in Review

Concert Wealth Management increased its Direxion Daily Mid Cap Bull 3X ETF (MIDU) stake by 0.21% in Q3 2017, buying an estimated $928 and bringing the position to 12,110 shares worth $489K. The position accounts for 1.98% of the portfolio, ranked #18.

Concert Wealth Management first reported a position in MIDU in Q1 2014 and has held it in 8 quarters since. The position peaked at $524K in Q2 2014. 16 funds tracked by Wall St. Rank hold MIDU as of Q3 2017.

Concert Wealth Management held 12,110 shares of Direxion Daily Mid Cap Bull 3X ETF worth $489K as of Q3 2017.
Concert Wealth Management bought 25 Direxion Daily Mid Cap Bull 3X ETF shares in Q3 2017, an estimated $928.
Direxion Daily Mid Cap Bull 3X ETF made up 1.98% of Concert Wealth Management's portfolio in Q3 2017, its #18 holding.
Concert Wealth Management first reported a position in Direxion Daily Mid Cap Bull 3X ETF in Q1 2014 and has held it in 8 quarters since.
Concert Wealth Management's Direxion Daily Mid Cap Bull 3X ETF position peaked at $524K in Q2 2014.
16 funds tracked by Wall St. Rank held Direxion Daily Mid Cap Bull 3X ETF as of Q3 2017.

Based on Concert Wealth Management's 13F filing for Q3 2017, filed 14 Nov 2017.