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Gupta Wealth Management’s Direxion Daily Energy Bull 2X ETF ERX Stock Holding History

Gupta Wealth Management’s Portfolio ERX Stock Details ERX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-197
Closed -$50K – 1280
2015
Q3 		$50K Buy
+197
New +$70.4K 0.01% 449

Other funds holding ERX

VF
Virtu Financial New York $3.18B AUM 65.92% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
QIM
Quantitative Investment Management Charlottesville, Virginia $917M AUM 3.96% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $85.4B AUM 91.09% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
VKH
Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return

Gupta Wealth Management's ERX Position: Q4 2015 in Review

Gupta Wealth Management sold out of Direxion Daily Energy Bull 2X ETF (ERX) in Q4 2015, closing a stake of 197 shares — an estimated $50K sold.

Gupta Wealth Management first reported a position in ERX in Q3 2015 and held it in 1 quarter. The position peaked at $50K in Q3 2015. 30 funds tracked by Wall St. Rank hold ERX as of Q4 2015.

  • Gupta Wealth Management reported no remaining Direxion Daily Energy Bull 2X ETF position as of Q4 2015 after selling out during the quarter.
  • Gupta Wealth Management sold 197 Direxion Daily Energy Bull 2X ETF shares in Q4 2015, an estimated $50K.
  • Gupta Wealth Management first reported a position in Direxion Daily Energy Bull 2X ETF in Q3 2015 and held it in 1 quarter.
  • Gupta Wealth Management's Direxion Daily Energy Bull 2X ETF position peaked at $50K in Q3 2015.
  • 30 funds tracked by Wall St. Rank held Direxion Daily Energy Bull 2X ETF as of Q4 2015.

Based on Gupta Wealth Management's 13F filing for Q4 2015, filed 17 Feb 2016.