Shepherd Kaplan Krochuk’s Direxion Daily Semiconductor Bull 3X ETF SOXL Stock Holding History

Shepherd Kaplan Krochuk’s Portfolio SOXL Stock Details SOXL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q2	–	Sell	-480,000	Closed	-$871K	–	452
2015 Q1	$871K	Buy	+480,000	New	+$876K	0.15%	111

Other funds holding SOXL

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Advisors Preferred Rockville, Maryland $679M AUM 22.19% 1-Year Est. Return

BNP Paribas Financial Markets

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Seamans Capital Management Boston, Massachusetts $30.2M AUM 15.76% 1-Year Est. Return

Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return

Susquehanna International Group

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return

First Western Capital Management Los Angeles, California $4.71M AUM 11.17% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital Analysts LLC Fort Washington, Pennsylvania $3.81B AUM 15.52% 1-Year Est. Return