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Concert Wealth Management’s Direxion Daily Semiconductor Bull 3X ETF SOXL Stock Holding History

Concert Wealth Management’s Portfolio SOXL Stock Details SOXL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-69,780
Closed -$380K – 123
2017
Q2 		$380K Buy
+69,780
New +$397K 0.37% 77
2014
Q4 		– Sell
-137,250
Closed -$209K – 665
2014
Q3 		$209K Sell
137,250
-16,125
-11% -$24.2K 0.03% 493
2014
Q2 		$222K Buy
+153,375
New +$191K 0.03% 492

Other funds holding SOXL

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return
WAM
Wealthspire Advisors (Maryland) Potomac, Maryland $2.84B AUM 10.91% 1-Year Est. Return
TH
Timber Hill Greenwich, Connecticut $15.4M AUM 30.7% 1-Year Est. Return
CAL
Capital Analysts LLC Fort Washington, Pennsylvania $3.81B AUM 15.52% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return

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

Concert Wealth Management sold out of Direxion Daily Semiconductor Bull 3X ETF (SOXL) in Q3 2017, closing a stake of 69,780 shares — an estimated $380K sold.

Concert Wealth Management first reported a position in SOXL in Q2 2014 and held it in 3 quarters. The position peaked at $380K in Q2 2017. 18 funds tracked by Wall St. Rank hold SOXL as of Q3 2017.

  • Concert Wealth Management reported no remaining Direxion Daily Semiconductor Bull 3X ETF position as of Q3 2017 after selling out during the quarter.
  • Concert Wealth Management sold 69,780 Direxion Daily Semiconductor Bull 3X ETF shares in Q3 2017, an estimated $380K.
  • Concert Wealth Management first reported a position in Direxion Daily Semiconductor Bull 3X ETF in Q2 2014 and held it in 3 quarters.
  • Concert Wealth Management's Direxion Daily Semiconductor Bull 3X ETF position peaked at $380K in Q2 2017.
  • 18 funds tracked by Wall St. Rank held Direxion Daily Semiconductor Bull 3X ETF as of Q3 2017.

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