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Peak Financial Management’s Direxion Daily Gold Miners Index Bull 2X ETF NUGT Stock Holding History

Peak Financial Management’s Portfolio NUGT Stock Details NUGT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-1,814
Closed -$221K – 52
2018
Q2 		$221K Buy
+1,814
New +$230K 0.1% 49

Other funds holding NUGT

USGIU
U.S. Global Investors (USGI) San Antonio, Texas $858M AUM 47.1% 1-Year Est. Return
EIM
Essex Investment Management Boston, Massachusetts $632M AUM 95.36% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
TMC
Trellus Management Company Delray Beach, Florida $72.8M AUM 4.5% 1-Year Est. Return
CCMW
Cypress Capital Management (Wyoming) Sheridan, Wyoming $108M AUM 54.47% 1-Year Est. Return

Peak Financial Management's NUGT Position: Q3 2018 in Review

Peak Financial Management sold out of Direxion Daily Gold Miners Index Bull 2X ETF (NUGT) in Q3 2018, closing a stake of 1,814 shares — an estimated $221K sold.

Peak Financial Management first reported a position in NUGT in Q2 2018 and held it in 1 quarter. The position peaked at $221K in Q2 2018. 41 funds tracked by Wall St. Rank hold NUGT as of Q3 2018.

  • Peak Financial Management reported no remaining Direxion Daily Gold Miners Index Bull 2X ETF position as of Q3 2018 after selling out during the quarter.
  • Peak Financial Management sold 1,814 Direxion Daily Gold Miners Index Bull 2X ETF shares in Q3 2018, an estimated $221K.
  • Peak Financial Management first reported a position in Direxion Daily Gold Miners Index Bull 2X ETF in Q2 2018 and held it in 1 quarter.
  • Peak Financial Management's Direxion Daily Gold Miners Index Bull 2X ETF position peaked at $221K in Q2 2018.
  • 41 funds tracked by Wall St. Rank held Direxion Daily Gold Miners Index Bull 2X ETF as of Q3 2018.

Based on Peak Financial Management's 13F filing for Q3 2018, filed 6 Nov 2018.