Creative Planning
DRN icon

Creative Planning’s Direxion Daily Real Estate Bull 3X ETF DRN Stock Holding History

Creative Planning’s Portfolio DRN Stock Details DRN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		– Sell
-6,000
Closed -$67K – 3238
2013
Q2 		$67K Buy
+6,000
New +$79K ﹤0.01% 1210

Other funds holding DRN

Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
SAM
Securian Asset Management St Paul, Minnesota $2.78B AUM 32.11% 1-Year Est. Return
VF
Virtu Financial New York $3.18B AUM 65.92% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
AWCI
Alpine Woods Capital Investors Purchase, New York $460M AUM 30.5% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Creative Planning's DRN Position: Q3 2013 in Review

Creative Planning sold out of Direxion Daily Real Estate Bull 3X ETF (DRN) in Q3 2013, closing a stake of 6,000 shares — an estimated $67K sold.

Creative Planning first reported a position in DRN in Q2 2013 and held it in 1 quarter. The position peaked at $67K in Q2 2013. 18 funds tracked by Wall St. Rank hold DRN as of Q3 2013.

  • Creative Planning reported no remaining Direxion Daily Real Estate Bull 3X ETF position as of Q3 2013 after selling out during the quarter.
  • Creative Planning sold 6,000 Direxion Daily Real Estate Bull 3X ETF shares in Q3 2013, an estimated $67K.
  • Creative Planning first reported a position in Direxion Daily Real Estate Bull 3X ETF in Q2 2013 and held it in 1 quarter.
  • Creative Planning's Direxion Daily Real Estate Bull 3X ETF position peaked at $67K in Q2 2013.
  • 18 funds tracked by Wall St. Rank held Direxion Daily Real Estate Bull 3X ETF as of Q3 2013.

Based on Creative Planning's 13F filing for Q3 2013, filed 10 Oct 2013.