RIG
NUGT icon

Roosevelt Investment Group’s Direxion Daily Gold Miners Index Bull 2X ETF NUGT Stock Holding History

Roosevelt Investment Group’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
2016
Q3 		– Sell
-450
Closed -$227K – 197
2016
Q2 		$227K Buy
+450
New +$165K 0.02% 181

Other funds holding NUGT

CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HJMC
Hellman Jordan Management Company Quincy, Massachusetts $58.9M AUM 18.56% 1-Year Est. Return
CA
Commerzbank Aktiengesellschaft Frankfurt, Germany $4.78B AUM 25.31% 1-Year Est. Return

Roosevelt Investment Group's NUGT Position: Q3 2016 in Review

Roosevelt Investment Group sold out of Direxion Daily Gold Miners Index Bull 2X ETF (NUGT) in Q3 2016, closing a stake of 450 shares — an estimated $227K sold.

Roosevelt Investment Group first reported a position in NUGT in Q2 2016 and held it in 1 quarter. The position peaked at $227K in Q2 2016. 45 funds tracked by Wall St. Rank hold NUGT as of Q3 2016.

  • Roosevelt Investment Group reported no remaining Direxion Daily Gold Miners Index Bull 2X ETF position as of Q3 2016 after selling out during the quarter.
  • Roosevelt Investment Group sold 450 Direxion Daily Gold Miners Index Bull 2X ETF shares in Q3 2016, an estimated $227K.
  • Roosevelt Investment Group first reported a position in Direxion Daily Gold Miners Index Bull 2X ETF in Q2 2016 and held it in 1 quarter.
  • Roosevelt Investment Group's Direxion Daily Gold Miners Index Bull 2X ETF position peaked at $227K in Q2 2016.
  • 45 funds tracked by Wall St. Rank held Direxion Daily Gold Miners Index Bull 2X ETF as of Q3 2016.

Based on Roosevelt Investment Group's 13F filing for Q3 2016, filed 14 Nov 2016.