OneDigital Investment Advisors’s Direxion Daily Developed Markets Bull 3x Shares DZK Stock Holding History

OneDigital Investment Advisors’s Portfolio DZK Stock Details DZK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-1,640	Closed	-$105K	–	1322
2019 Q2	$105K	Sell	1,640 -1,547	-49%	-$94.9K	0.01%	456
2019 Q1	$191K	Sell	3,187 -3	-0.1%	-$167	0.03%	287
2018 Q4	$146K	Sell	3,190 -321	-9%	-$17.8K	0.02%	295
2018 Q3	$254K	Buy	3,511 +166	+5%	+$12K	0.06%	150
2018 Q2	$239K	Sell	3,345 -96	-3%	-$7.55K	0.05%	189
2018 Q1	$267K	Sell	3,441 -106	-3%	-$8.99K	0.06%	187
2017 Q4	$292K	Sell	3,547 -5,022	-59%	-$397K	0.03%	185
2017 Q3	$650K	Sell	8,569 -7	-0.1%	-$497	0.24%	61
2017 Q2	$569K	Buy	+8,576	New	+$539K	0.17%	97

Other funds holding DZK

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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

ACM

Avalon Capital Management Port Of Redwood City, California $423M AUM 54.12% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 27.61% 1-Year Est. Return

Advisor Group Phoenix, Arizona $14.5B AUM 28.91% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

OneDigital Investment Advisors's DZK Position: Q3 2019 in Review

OneDigital Investment Advisors sold out of Direxion Daily Developed Markets Bull 3x Shares (DZK) in Q3 2019, closing a stake of 1,640 shares — an estimated $105K sold.

OneDigital Investment Advisors first reported a position in DZK in Q2 2017 and held it in 9 quarters. The position peaked at $650K in Q3 2017. 8 funds tracked by Wall St. Rank hold DZK as of Q3 2019.

OneDigital Investment Advisors reported no remaining Direxion Daily Developed Markets Bull 3x Shares position as of Q3 2019 after selling out during the quarter.
OneDigital Investment Advisors sold 1,640 Direxion Daily Developed Markets Bull 3x Shares shares in Q3 2019, an estimated $105K.
OneDigital Investment Advisors first reported a position in Direxion Daily Developed Markets Bull 3x Shares in Q2 2017 and held it in 9 quarters.
OneDigital Investment Advisors's Direxion Daily Developed Markets Bull 3x Shares position peaked at $650K in Q3 2017.
8 funds tracked by Wall St. Rank held Direxion Daily Developed Markets Bull 3x Shares as of Q3 2019.

Based on OneDigital Investment Advisors's 13F filing for Q3 2019, filed 8 Nov 2019.