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Perigon Wealth Management’s Direxion Daily Real Estate Bear 3X ETF DRV Stock Holding History

Perigon Wealth Management’s Portfolio DRV Stock Details DRV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-1
Closed -$1K – 327
2018
Q1 		$1K Hold
1
– – ﹤0.01% 612
2017
Q4 		$1K Hold
1
– – ﹤0.01% 585
2017
Q3 		$1K Hold
1
– – ﹤0.01% 614
2017
Q2 		$1K Hold
1
– – ﹤0.01% 570
2017
Q1 		$1K Hold
1
– – ﹤0.01% 607
2016
Q4 		$1K Hold
1
– – ﹤0.01% 690
2016
Q3 		$1K Hold
1
– – ﹤0.01% 611
2016
Q2 		$1K Buy
+1
New +$741 ﹤0.01% 430

Other funds holding DRV

Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Perigon Wealth Management's DRV Position: Q2 2018 in Review

Perigon Wealth Management sold out of Direxion Daily Real Estate Bear 3X ETF (DRV) in Q2 2018, closing a stake of 1 share — an estimated $1K sold.

Perigon Wealth Management first reported a position in DRV in Q2 2016 and held it in 8 quarters. The position peaked at $1K in Q1 2018. 7 funds tracked by Wall St. Rank hold DRV as of Q2 2018.

  • Perigon Wealth Management reported no remaining Direxion Daily Real Estate Bear 3X ETF position as of Q2 2018 after selling out during the quarter.
  • Perigon Wealth Management sold 1 Direxion Daily Real Estate Bear 3X ETF share in Q2 2018, an estimated $1K.
  • Perigon Wealth Management first reported a position in Direxion Daily Real Estate Bear 3X ETF in Q2 2016 and held it in 8 quarters.
  • Perigon Wealth Management's Direxion Daily Real Estate Bear 3X ETF position peaked at $1K in Q1 2018.
  • 7 funds tracked by Wall St. Rank held Direxion Daily Real Estate Bear 3X ETF as of Q2 2018.

Based on Perigon Wealth Management's 13F filing for Q2 2018, filed 7 Aug 2018.