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

Merriman 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
2019
Q1 		– Sell
-1,000
Closed -$172K – 211
2018
Q4 		$172K Buy
+1,000
New +$255K 0.04% 154

Other funds holding ERX

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Simplex Trading
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Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
RIA
RPG Investment Advisory Pleasanton, California $973M AUM 39.93% 1-Year Est. Return
BBNA
Bremer Bank National Association St Paul, Minnesota $562M AUM 9.12% 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 $893B AUM 36.07% 1-Year Est. Return
TCM
Traynor Capital Management Malvern, Pennsylvania $2.18B AUM 62.36% 1-Year Est. Return
TPWA
TRUE Private Wealth Advisors Salem, Oregon $1.16B AUM 36.18% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Merriman Wealth Management's ERX Position: Q1 2019 in Review

Merriman Wealth Management sold out of Direxion Daily Energy Bull 2X ETF (ERX) in Q1 2019, closing a stake of 1,000 shares — an estimated $172K sold.

Merriman Wealth Management first reported a position in ERX in Q4 2018 and held it in 1 quarter. The position peaked at $172K in Q4 2018. 27 funds tracked by Wall St. Rank hold ERX as of Q1 2019.

  • Merriman Wealth Management reported no remaining Direxion Daily Energy Bull 2X ETF position as of Q1 2019 after selling out during the quarter.
  • Merriman Wealth Management sold 1,000 Direxion Daily Energy Bull 2X ETF shares in Q1 2019, an estimated $172K.
  • Merriman Wealth Management first reported a position in Direxion Daily Energy Bull 2X ETF in Q4 2018 and held it in 1 quarter.
  • Merriman Wealth Management's Direxion Daily Energy Bull 2X ETF position peaked at $172K in Q4 2018.
  • 27 funds tracked by Wall St. Rank held Direxion Daily Energy Bull 2X ETF as of Q1 2019.

Based on Merriman Wealth Management's 13F filing for Q1 2019, filed 23 Apr 2019.