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Gradient Investments’s Direxion Daily Semiconductor Bull 3X ETF SOXL Stock Holding History

Gradient Investments’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
2018
Q1 		– Sell
-750
Closed -$7K – 1149
2017
Q4 		$7K Buy
+750
New +$7.12K ﹤0.01% 654

Other funds holding SOXL

TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
HJMC
Hellman Jordan Management Company Quincy, Massachusetts $58.9M AUM 18.56% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Wolverine Trading
Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return
AFP
Ausdal Financial Partners Davenport, Iowa $2.25B AUM 20.11% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WAM
Wealthspire Advisors (Maryland) Potomac, Maryland $2.84B AUM 10.91% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Gradient Investments's SOXL Position: Q1 2018 in Review

Gradient Investments sold out of Direxion Daily Semiconductor Bull 3X ETF (SOXL) in Q1 2018, closing a stake of 750 shares — an estimated $7K sold.

Gradient Investments first reported a position in SOXL in Q4 2017 and held it in 1 quarter. The position peaked at $7K in Q4 2017. 20 funds tracked by Wall St. Rank hold SOXL as of Q1 2018.

  • Gradient Investments reported no remaining Direxion Daily Semiconductor Bull 3X ETF position as of Q1 2018 after selling out during the quarter.
  • Gradient Investments sold 750 Direxion Daily Semiconductor Bull 3X ETF shares in Q1 2018, an estimated $7K.
  • Gradient Investments first reported a position in Direxion Daily Semiconductor Bull 3X ETF in Q4 2017 and held it in 1 quarter.
  • Gradient Investments's Direxion Daily Semiconductor Bull 3X ETF position peaked at $7K in Q4 2017.
  • 20 funds tracked by Wall St. Rank held Direxion Daily Semiconductor Bull 3X ETF as of Q1 2018.

Based on Gradient Investments's 13F filing for Q1 2018, filed 11 Apr 2018.