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SeaCrest Wealth Management’s Direxion Daily Energy Bull 2X ETF ERX Stock Holding History

SeaCrest Wealth Management’s Portfolio ERX Stock Details ERX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-50
Closed -$19K – 2183
2018
Q3 		$19K Hold
50
– – ﹤0.01% 1392
2018
Q2 		$19K Hold
50
– – ﹤0.01% 1376
2018
Q1 		$14K Buy
+50
New +$16.3K ﹤0.01% 1459

Other funds holding ERX

QIM
Quantitative Investment Management Charlottesville, Virginia $963M AUM 12.95% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
RIA
RPG Investment Advisory Pleasanton, California $829M AUM 36.68% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
BTNA
Bremer Trust National Association St. Cloud, Minnesota $458M AUM 5.5% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
TSS
Two Sigma Securities New York $861M AUM 21.33% 1-Year Est. Return

SeaCrest Wealth Management's ERX Position: Q4 2018 in Review

SeaCrest Wealth Management sold out of Direxion Daily Energy Bull 2X ETF (ERX) in Q4 2018, closing a stake of 50 shares — an estimated $19K sold.

SeaCrest Wealth Management first reported a position in ERX in Q1 2018 and held it in 3 quarters. The position peaked at $19K in Q3 2018. 28 funds tracked by Wall St. Rank hold ERX as of Q4 2018.

  • SeaCrest Wealth Management reported no remaining Direxion Daily Energy Bull 2X ETF position as of Q4 2018 after selling out during the quarter.
  • SeaCrest Wealth Management sold 50 Direxion Daily Energy Bull 2X ETF shares in Q4 2018, an estimated $19K.
  • SeaCrest Wealth Management first reported a position in Direxion Daily Energy Bull 2X ETF in Q1 2018 and held it in 3 quarters.
  • SeaCrest Wealth Management's Direxion Daily Energy Bull 2X ETF position peaked at $19K in Q3 2018.
  • 28 funds tracked by Wall St. Rank held Direxion Daily Energy Bull 2X ETF as of Q4 2018.

Based on SeaCrest Wealth Management's 13F filing for Q4 2018, filed 13 Feb 2019.