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IPG Investment Advisors’s Direxion Daily Energy Bull 2X ETF ERX Stock Holding History

IPG Investment Advisors’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
Q1 		– Sell
-450
Closed -$272K – 134
2014
Q4 		$272K Buy
+450
New +$326K 0.11% 95

Other funds holding ERX

SFFS
Stonehage Fleming Financial Services St. Helier, Jersey $2.75B AUM 13.81% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BFG
Bouchey Financial Group Troy, New York $1.55B AUM 29.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

IPG Investment Advisors's ERX Position: Q1 2015 in Review

IPG Investment Advisors sold out of Direxion Daily Energy Bull 2X ETF (ERX) in Q1 2015, closing a stake of 450 shares — an estimated $272K sold.

IPG Investment Advisors first reported a position in ERX in Q4 2014 and held it in 1 quarter. The position peaked at $272K in Q4 2014. 33 funds tracked by Wall St. Rank hold ERX as of Q1 2015.

  • IPG Investment Advisors reported no remaining Direxion Daily Energy Bull 2X ETF position as of Q1 2015 after selling out during the quarter.
  • IPG Investment Advisors sold 450 Direxion Daily Energy Bull 2X ETF shares in Q1 2015, an estimated $272K.
  • IPG Investment Advisors first reported a position in Direxion Daily Energy Bull 2X ETF in Q4 2014 and held it in 1 quarter.
  • IPG Investment Advisors's Direxion Daily Energy Bull 2X ETF position peaked at $272K in Q4 2014.
  • 33 funds tracked by Wall St. Rank held Direxion Daily Energy Bull 2X ETF as of Q1 2015.

Based on IPG Investment Advisors's 13F filing for Q1 2015, filed 11 May 2015.