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MinichMacGregor Wealth Management’s Direxion Daily Small Cap Bear 3x ETF TZA Stock Holding History

MinichMacGregor Wealth Management’s Portfolio TZA Stock Details TZA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-2
Closed -$7K – 486
2015
Q4 		$7K Buy
+2
New +$34.9K 0.01% 272

Other funds holding TZA

TH
Timber Hill Greenwich, Connecticut $15.4M AUM 30.7% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return
VKH
Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return

MinichMacGregor Wealth Management's TZA Position: Q1 2016 in Review

MinichMacGregor Wealth Management sold out of Direxion Daily Small Cap Bear 3x ETF (TZA) in Q1 2016, closing a stake of 2 shares — an estimated $7K sold.

MinichMacGregor Wealth Management first reported a position in TZA in Q4 2015 and held it in 1 quarter. The position peaked at $7K in Q4 2015. 17 funds tracked by Wall St. Rank hold TZA as of Q1 2016.

  • MinichMacGregor Wealth Management reported no remaining Direxion Daily Small Cap Bear 3x ETF position as of Q1 2016 after selling out during the quarter.
  • MinichMacGregor Wealth Management sold 2 Direxion Daily Small Cap Bear 3x ETF shares in Q1 2016, an estimated $7K.
  • MinichMacGregor Wealth Management first reported a position in Direxion Daily Small Cap Bear 3x ETF in Q4 2015 and held it in 1 quarter.
  • MinichMacGregor Wealth Management's Direxion Daily Small Cap Bear 3x ETF position peaked at $7K in Q4 2015.
  • 17 funds tracked by Wall St. Rank held Direxion Daily Small Cap Bear 3x ETF as of Q1 2016.

Based on MinichMacGregor Wealth Management's 13F filing for Q1 2016, filed 28 Jun 2018.