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Rockefeller Financial Services’s Direxion Daily Mid Cap Bull 3X ETF MIDU Stock Holding History

Rockefeller Financial Services’s Portfolio MIDU Stock Details MIDU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		$440K Hold
9,486
– – 0.01% 290
2017
Q3 		$383K Sell
9,486
-8,514
-47% -$316K 0.01% 281
2017
Q2 		$671K Hold
18,000
– – 0.01% 213
2017
Q1 		$646K Hold
18,000
– – 0.01% 224
2016
Q4 		$585K Hold
18,000
– – 0.01% 231
2016
Q3 		$489K Hold
18,000
– – 0.01% 240
2016
Q2 		$442K Buy
+18,000
New +$422K 0.01% 261

Other funds holding MIDU

TCM
Traynor Capital Management Malvern, Pennsylvania $1.7B AUM 39.15% 1-Year Est. Return
Wolverine Trading
Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
CAL
Capital Analysts LLC Fort Washington, Pennsylvania $3.81B AUM 15.52% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

Rockefeller Financial Services's MIDU Position: Q4 2017 in Review

Rockefeller Financial Services held its Direxion Daily Mid Cap Bull 3X ETF (MIDU) position steady in Q4 2017 at 9,486 shares worth $440K. The position accounts for 0.01% of the portfolio, ranked #290.

Rockefeller Financial Services first reported a position in MIDU in Q2 2016 and has held it in 7 quarters since. The position peaked at $671K in Q2 2017. 18 funds tracked by Wall St. Rank hold MIDU as of Q4 2017.

  • Rockefeller Financial Services held 9,486 shares of Direxion Daily Mid Cap Bull 3X ETF worth $440K as of Q4 2017.
  • Rockefeller Financial Services left its Direxion Daily Mid Cap Bull 3X ETF share count unchanged in Q4 2017.
  • Direxion Daily Mid Cap Bull 3X ETF made up 0.01% of Rockefeller Financial Services's portfolio in Q4 2017, its #290 holding.
  • Rockefeller Financial Services first reported a position in Direxion Daily Mid Cap Bull 3X ETF in Q2 2016 and has held it in 7 quarters since.
  • Rockefeller Financial Services's Direxion Daily Mid Cap Bull 3X ETF position peaked at $671K in Q2 2017.
  • 18 funds tracked by Wall St. Rank held Direxion Daily Mid Cap Bull 3X ETF as of Q4 2017.

Based on Rockefeller Financial Services's 13F filing for Q4 2017, filed 2 Feb 2018.