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Obermeyer Wealth Partners’s Direxion Daily MSCI Emerging Markets Bull 3X ETF EDC Stock Holding History

Obermeyer Wealth Partners’s Portfolio EDC Stock Details EDC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		– Sell
-93
Closed -$9K – 129
2013
Q2 		$9K Buy
+93
New +$10.9K ﹤0.01% 276

Other funds holding EDC

CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
KC
Kingfisher Capital Charlotte, North Carolina $437M AUM 41.72% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Obermeyer Wealth Partners's EDC Position: Q3 2013 in Review

Obermeyer Wealth Partners sold out of Direxion Daily MSCI Emerging Markets Bull 3X ETF (EDC) in Q3 2013, closing a stake of 93 shares — an estimated $9K sold.

Obermeyer Wealth Partners first reported a position in EDC in Q2 2013 and held it in 1 quarter. The position peaked at $9K in Q2 2013. 26 funds tracked by Wall St. Rank hold EDC as of Q3 2013.

  • Obermeyer Wealth Partners reported no remaining Direxion Daily MSCI Emerging Markets Bull 3X ETF position as of Q3 2013 after selling out during the quarter.
  • Obermeyer Wealth Partners sold 93 Direxion Daily MSCI Emerging Markets Bull 3X ETF shares in Q3 2013, an estimated $9K.
  • Obermeyer Wealth Partners first reported a position in Direxion Daily MSCI Emerging Markets Bull 3X ETF in Q2 2013 and held it in 1 quarter.
  • Obermeyer Wealth Partners's Direxion Daily MSCI Emerging Markets Bull 3X ETF position peaked at $9K in Q2 2013.
  • 26 funds tracked by Wall St. Rank held Direxion Daily MSCI Emerging Markets Bull 3X ETF as of Q3 2013.

Based on Obermeyer Wealth Partners's 13F filing for Q3 2013, filed 18 Oct 2013.