EWM
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Edge Wealth Management’s Direxion Daily 20+ Year Treasury Bear 3X ETF TMV Stock Holding History

Edge Wealth Management’s Portfolio TMV Stock Details TMV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-8,000
Closed -$638K – 482
2014
Q4 		$638K Buy
+8,000
New +$735K 0.23% 57
2013
Q4 		– Sell
-4,000
Closed -$680K – 370
2013
Q3 		$680K Buy
+4,000
New +$707K 0.42% 41

Other funds holding TMV

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
UAS
United Asset Strategies Garden City, New York $1.41B AUM 27.73% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
CA
Commerzbank Aktiengesellschaft Frankfurt, Germany $4.78B AUM 25.31% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SFFS
Stonehage Fleming Financial Services St. Helier, Jersey $2.75B AUM 13.81% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Edge Wealth Management's TMV Position: Q1 2015 in Review

Edge Wealth Management sold out of Direxion Daily 20+ Year Treasury Bear 3X ETF (TMV) in Q1 2015, closing a stake of 8,000 shares — an estimated $638K sold.

Edge Wealth Management first reported a position in TMV in Q3 2013 and held it in 2 quarters. The position peaked at $680K in Q3 2013. 32 funds tracked by Wall St. Rank hold TMV as of Q1 2015.

  • Edge Wealth Management reported no remaining Direxion Daily 20+ Year Treasury Bear 3X ETF position as of Q1 2015 after selling out during the quarter.
  • Edge Wealth Management sold 8,000 Direxion Daily 20+ Year Treasury Bear 3X ETF shares in Q1 2015, an estimated $638K.
  • Edge Wealth Management first reported a position in Direxion Daily 20+ Year Treasury Bear 3X ETF in Q3 2013 and held it in 2 quarters.
  • Edge Wealth Management's Direxion Daily 20+ Year Treasury Bear 3X ETF position peaked at $680K in Q3 2013.
  • 32 funds tracked by Wall St. Rank held Direxion Daily 20+ Year Treasury Bear 3X ETF as of Q1 2015.

Based on Edge Wealth Management's 13F filing for Q1 2015, filed 6 Apr 2015.