Creative Planning
CURE icon

Creative Planning’s Direxion Daily Healthcare Bull 3X ETF CURE Stock Holding History

Creative Planning’s Portfolio CURE Stock Details CURE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-320
Closed -$13K – 2270
2017
Q2 		$13K Buy
320
+198
+162% +$7.33K ﹤0.01% 3450
2017
Q1 		$4K Buy
+122
New +$3.97K ﹤0.01% 4039
2015
Q1 		– Sell
-750
Closed -$19K – 4238
2014
Q4 		$19K Buy
+750
New +$17.6K ﹤0.01% 2682

Other funds holding CURE

Quantitative Investment Management
Quantitative Investment Management Charlottesville, Virginia $917M AUM 3.96% 1-Year Est. Return
Traynor Capital Management
Traynor Capital Management Malvern, Pennsylvania $2.17B AUM 49.17% 1-Year Est. Return
Avalon Capital Management
Avalon Capital Management Port Of Redwood City, California $434M AUM 37.55% 1-Year Est. Return
Banque Pictet & Cie
Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return
Tower Research Capital (TRC)
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return
Wilbanks Smith & Thomas Asset Management
Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Capital Analysts LLC
Capital Analysts LLC Fort Washington, Pennsylvania $4.34B AUM 17.55% 1-Year Est. Return
Financial Architects (New Jersey)
Financial Architects (New Jersey) Marlton, New Jersey $663M AUM 15.53% 1-Year Est. Return

Creative Planning's CURE Position: Q3 2017 in Review

Creative Planning sold out of Direxion Daily Healthcare Bull 3X ETF (CURE) in Q3 2017, closing a stake of 320 shares — an estimated $13K sold.

Creative Planning first reported a position in CURE in Q4 2014 and held it in 3 quarters. The position peaked at $19K in Q4 2014. 10 funds tracked by Wall St. Rank hold CURE as of Q3 2017.

  • Creative Planning reported no remaining Direxion Daily Healthcare Bull 3X ETF position as of Q3 2017 after selling out during the quarter.
  • Creative Planning sold 320 Direxion Daily Healthcare Bull 3X ETF shares in Q3 2017, an estimated $13K.
  • Creative Planning first reported a position in Direxion Daily Healthcare Bull 3X ETF in Q4 2014 and held it in 3 quarters.
  • Creative Planning's Direxion Daily Healthcare Bull 3X ETF position peaked at $19K in Q4 2014.
  • 10 funds tracked by Wall St. Rank held Direxion Daily Healthcare Bull 3X ETF as of Q3 2017.

Based on Creative Planning's 13F filing for Q3 2017, filed 17 Oct 2017.