Concert Wealth Management’s Direxion Daily S&P 500 Bull 3x ETF SPXL Stock Holding History

Concert Wealth Management’s Portfolio SPXL Stock Details SPXL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q3	–	Sell	-9,924	Closed	-$219K	–	1038
2016 Q2	$219K	Buy	+9,924	New	+$212K	0.03%	572
2015 Q3	–	Sell	-9,768	Closed	-$214K	–	737
2015 Q2	$214K	Buy	+9,768	New	+$227K	0.03%	619
2015 Q1	–	Sell	-10,708	Closed	-$234K	–	606
2014 Q4	$234K	Buy	+10,708	New	+$219K	0.04%	535

Other funds holding SPXL

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

GFS Advisors Houston, Texas $785M AUM 27.95% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

TCM

Traynor Capital Management Malvern, Pennsylvania $1.7B AUM 39.15% 1-Year Est. Return

Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return

Concert Wealth Management's SPXL Position: Q3 2016 in Review

Concert Wealth Management sold out of Direxion Daily S&P 500 Bull 3x ETF (SPXL) in Q3 2016, closing a stake of 9,924 shares — an estimated $219K sold.

Concert Wealth Management first reported a position in SPXL in Q4 2014 and held it in 3 quarters. The position peaked at $234K in Q4 2014. 41 funds tracked by Wall St. Rank hold SPXL as of Q3 2016.

Concert Wealth Management reported no remaining Direxion Daily S&P 500 Bull 3x ETF position as of Q3 2016 after selling out during the quarter.
Concert Wealth Management sold 9,924 Direxion Daily S&P 500 Bull 3x ETF shares in Q3 2016, an estimated $219K.
Concert Wealth Management first reported a position in Direxion Daily S&P 500 Bull 3x ETF in Q4 2014 and held it in 3 quarters.
Concert Wealth Management's Direxion Daily S&P 500 Bull 3x ETF position peaked at $234K in Q4 2014.
41 funds tracked by Wall St. Rank held Direxion Daily S&P 500 Bull 3x ETF as of Q3 2016.

Based on Concert Wealth Management's 13F filing for Q3 2016, filed 27 Oct 2016.