Howe & Rusling’s Direxion Daily Energy Bear 2X ETF ERY Stock Holding History

Howe & Rusling’s Portfolio ERY Stock Details ERY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-7	Closed	-$8K	–	833
2020 Q1	$8K	Buy	+7	New	+$6.31K	﹤0.01%	448

Other funds holding ERY

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return

USGIU

U.S. Global Investors (USGI) San Antonio, Texas $858M AUM 47.1% 1-Year Est. Return

Cutler Group San Francisco, California $307M AUM 45.11% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Howe & Rusling's ERY Position: Q2 2020 in Review

Howe & Rusling sold out of Direxion Daily Energy Bear 2X ETF (ERY) in Q2 2020, closing a stake of 7 shares — an estimated $8K sold.

Howe & Rusling first reported a position in ERY in Q1 2020 and held it in 1 quarter. The position peaked at $8K in Q1 2020. 11 funds tracked by Wall St. Rank hold ERY as of Q2 2020.

Howe & Rusling reported no remaining Direxion Daily Energy Bear 2X ETF position as of Q2 2020 after selling out during the quarter.
Howe & Rusling sold 7 Direxion Daily Energy Bear 2X ETF shares in Q2 2020, an estimated $8K.
Howe & Rusling first reported a position in Direxion Daily Energy Bear 2X ETF in Q1 2020 and held it in 1 quarter.
Howe & Rusling's Direxion Daily Energy Bear 2X ETF position peaked at $8K in Q1 2020.
11 funds tracked by Wall St. Rank held Direxion Daily Energy Bear 2X ETF as of Q2 2020.

Based on Howe & Rusling's 13F filing for Q2 2020, filed 15 Jul 2020.