RG
CCON

Rikoon Group’s Direxion Connected Consumer ETF CCON Stock Holding History

Rikoon Group’s Portfolio CCON Stock Details CCON Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		$862K Buy
14,210
+1,510
+12% +$96.5K 0.23% 101
2020
Q4 		$758K Buy
12,700
+7,955
+168% +$441K 0.21% 106
2020
Q3 		$247K Buy
+4,745
New +$243K 0.08% 187

Other funds holding CCON

Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
EIP
Ellis Investment Partners Berwyn, Pennsylvania $576M AUM 16.04% 1-Year Est. Return

Rikoon Group's CCON Position: Q1 2021 in Review

Rikoon Group increased its Direxion Connected Consumer ETF (CCON) stake by 12% in Q1 2021, buying an estimated $96.5K and bringing the position to 14,210 shares worth $862K. The position accounts for 0.23% of the portfolio, ranked #101.

Rikoon Group first reported a position in CCON in Q3 2020 and has held it in 3 quarters since. 10 funds tracked by Wall St. Rank hold CCON as of Q1 2021.

  • Rikoon Group held 14,210 shares of Direxion Connected Consumer ETF worth $862K as of Q1 2021.
  • Rikoon Group bought 1,510 Direxion Connected Consumer ETF shares in Q1 2021, an estimated $96.5K.
  • Direxion Connected Consumer ETF made up 0.23% of Rikoon Group's portfolio in Q1 2021, its #101 holding.
  • Rikoon Group first reported a position in Direxion Connected Consumer ETF in Q3 2020 and has held it in 3 quarters since.
  • 10 funds tracked by Wall St. Rank held Direxion Connected Consumer ETF as of Q1 2021.

Based on Rikoon Group's 13F filing for Q1 2021, filed 14 May 2021.