Shepherd Kaplan Krochuk’s Direxion Daily Small Cap Bull 3x ETF TNA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2014
Q1
Sell
-26,000
Closed -$996K 642
2013
Q4
$1.01M Buy
+26,000
New +$894K 0.13% 137

Other funds holding TNA

Shepherd Kaplan Krochuk's TNA Position: Q1 2014 in Review

Shepherd Kaplan Krochuk sold out of Direxion Daily Small Cap Bull 3x ETF (TNA) in Q1 2014, closing a stake of 26,000 shares — an estimated $996K sold.

Shepherd Kaplan Krochuk first reported a position in TNA in Q4 2013 and held it in 1 quarter. The position peaked at $1.01M in Q4 2013. 33 funds tracked by Wall St. Rank hold TNA as of Q1 2014.

  • Shepherd Kaplan Krochuk reported no remaining Direxion Daily Small Cap Bull 3x ETF position as of Q1 2014 after selling out during the quarter.
  • Shepherd Kaplan Krochuk sold 26,000 Direxion Daily Small Cap Bull 3x ETF shares in Q1 2014, an estimated $996K.
  • Shepherd Kaplan Krochuk first reported a position in Direxion Daily Small Cap Bull 3x ETF in Q4 2013 and held it in 1 quarter.
  • Shepherd Kaplan Krochuk's Direxion Daily Small Cap Bull 3x ETF position peaked at $1.01M in Q4 2013.
  • 33 funds tracked by Wall St. Rank held Direxion Daily Small Cap Bull 3x ETF as of Q1 2014.

Based on Shepherd Kaplan Krochuk's 13F filing for Q1 2014, filed 15 May 2014.