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

Reilly Financial Advisors’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
2017
Q4 		– Sell
-45
Closed -$7K – 1010
2017
Q3 		$7K Buy
+45
New +$7.5K ﹤0.01% 701
2016
Q4 		– Sell
-23
Closed -$9K – 875
2016
Q3 		$9K Hold
23
– – ﹤0.01% 551
2016
Q2 		$11K Buy
23
+4
+21% +$1.47K ﹤0.01% 489
2016
Q1 		$4K Hold
19
– – ﹤0.01% 966
2015
Q4 		$2K Buy
+19
New +$2.4K ﹤0.01% 1075

Other funds holding NUGT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
CG
Cutler Group San Francisco, California $307M AUM 45.11% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
USGIU
U.S. Global Investors (USGI) San Antonio, Texas $858M AUM 47.1% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Reilly Financial Advisors's NUGT Position: Q4 2017 in Review

Reilly Financial Advisors sold out of Direxion Daily Gold Miners Index Bull 2X ETF (NUGT) in Q4 2017, closing a stake of 45 shares — an estimated $7K sold.

Reilly Financial Advisors first reported a position in NUGT in Q4 2015 and held it in 5 quarters. The position peaked at $11K in Q2 2016. 40 funds tracked by Wall St. Rank hold NUGT as of Q4 2017.

  • Reilly Financial Advisors reported no remaining Direxion Daily Gold Miners Index Bull 2X ETF position as of Q4 2017 after selling out during the quarter.
  • Reilly Financial Advisors sold 45 Direxion Daily Gold Miners Index Bull 2X ETF shares in Q4 2017, an estimated $7K.
  • Reilly Financial Advisors first reported a position in Direxion Daily Gold Miners Index Bull 2X ETF in Q4 2015 and held it in 5 quarters.
  • Reilly Financial Advisors's Direxion Daily Gold Miners Index Bull 2X ETF position peaked at $11K in Q2 2016.
  • 40 funds tracked by Wall St. Rank held Direxion Daily Gold Miners Index Bull 2X ETF as of Q4 2017.

Based on Reilly Financial Advisors's 13F filing for Q4 2017, filed 29 Jan 2018.