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Concert Wealth Management’s Direxion NASDAQ-100 Equal Weighted Index ETF QQQE Stock Holding History

Concert Wealth Management’s Portfolio QQQE Stock Details QQQE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		– Sell
-25,536
Closed – – 713
2015
Q1 		$0 Buy
+25,536
New +$823K ﹤0.01% 588

Other funds holding QQQE

RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
AIG
American International Group New York $609M AUM 23.67% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
BW
Bison Wealth Atlanta, Georgia $454M AUM 22.8% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
MA
MCF Advisors Covington, Kentucky $2.28B AUM 14.87% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Concert Wealth Management's QQQE Position: Q2 2015 in Review

Concert Wealth Management sold out of Direxion NASDAQ-100 Equal Weighted Index ETF (QQQE) in Q2 2015, closing a stake of 25,536 shares.

Concert Wealth Management first reported a position in QQQE in Q1 2015 and held it in 1 quarter. The position peaked at $0 in Q1 2015. 18 funds tracked by Wall St. Rank hold QQQE as of Q2 2015.

  • Concert Wealth Management reported no remaining Direxion NASDAQ-100 Equal Weighted Index ETF position as of Q2 2015 after selling out during the quarter.
  • Concert Wealth Management sold 25,536 Direxion NASDAQ-100 Equal Weighted Index ETF shares in Q2 2015.
  • Concert Wealth Management first reported a position in Direxion NASDAQ-100 Equal Weighted Index ETF in Q1 2015 and held it in 1 quarter.
  • Concert Wealth Management's Direxion NASDAQ-100 Equal Weighted Index ETF position peaked at $0 in Q1 2015.
  • 18 funds tracked by Wall St. Rank held Direxion NASDAQ-100 Equal Weighted Index ETF as of Q2 2015.

Based on Concert Wealth Management's 13F filing for Q2 2015, filed 12 Aug 2015.