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Patriot Financial Group Insurance Agency’s Direxion Daily Financial Bull 3x ETF FAS Stock Holding History

Patriot Financial Group Insurance Agency’s Portfolio FAS Stock Details FAS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-360
Closed -$21K – 947
2017
Q3 		$21K Hold
360
– – 0.02% 391
2017
Q2 		$18K Buy
+360
New +$16.2K 0.02% 408

Other funds holding FAS

QIM
Quantitative Investment Management Charlottesville, Virginia $963M AUM 12.95% 1-Year Est. Return
EWA
Exencial Wealth Advisors Oklahoma City, Oklahoma $3.22B AUM 20.17% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
BFG
Bouchey Financial Group Troy, New York $1.55B AUM 29.02% 1-Year Est. Return
RIA
RPG Investment Advisory Pleasanton, California $829M AUM 36.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MSFP
Mark Sheptoff Financial Planning Glastonbury, Connecticut $189M AUM 28.82% 1-Year Est. Return
GA
GFS Advisors Houston, Texas $785M AUM 27.95% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CBU
CIBC Bank USA Chicago, Illinois $756M AUM 24.68% 1-Year Est. Return

Patriot Financial Group Insurance Agency's FAS Position: Q4 2017 in Review

Patriot Financial Group Insurance Agency sold out of Direxion Daily Financial Bull 3x ETF (FAS) in Q4 2017, closing a stake of 360 shares — an estimated $21K sold.

Patriot Financial Group Insurance Agency first reported a position in FAS in Q2 2017 and held it in 2 quarters. The position peaked at $21K in Q3 2017. 72 funds tracked by Wall St. Rank hold FAS as of Q4 2017.

  • Patriot Financial Group Insurance Agency reported no remaining Direxion Daily Financial Bull 3x ETF position as of Q4 2017 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 360 Direxion Daily Financial Bull 3x ETF shares in Q4 2017, an estimated $21K.
  • Patriot Financial Group Insurance Agency first reported a position in Direxion Daily Financial Bull 3x ETF in Q2 2017 and held it in 2 quarters.
  • Patriot Financial Group Insurance Agency's Direxion Daily Financial Bull 3x ETF position peaked at $21K in Q3 2017.
  • 72 funds tracked by Wall St. Rank held Direxion Daily Financial Bull 3x ETF as of Q4 2017.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q4 2017, filed 14 Feb 2018.