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Sowell Financial Services’s Direxion Daily Energy Bear 2X ETF ERY Stock Holding History

Sowell Financial Services’s Portfolio ERY Stock Details ERY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-8
Closed -$9K – 2517
2020
Q1 		$9K Buy
+8
New +$7.21K ﹤0.01% 1626

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HF
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UBS Group
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Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
USGIU
U.S. Global Investors (USGI) San Antonio, Texas $858M AUM 47.1% 1-Year Est. Return
CG
Cutler Group San Francisco, California $307M AUM 45.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Sowell Financial Services's ERY Position: Q2 2020 in Review

Sowell Financial Services sold out of Direxion Daily Energy Bear 2X ETF (ERY) in Q2 2020, closing a stake of 8 shares — an estimated $9K sold.

Sowell Financial Services first reported a position in ERY in Q1 2020 and held it in 1 quarter. The position peaked at $9K in Q1 2020. 11 funds tracked by Wall St. Rank hold ERY as of Q2 2020.

  • Sowell Financial Services reported no remaining Direxion Daily Energy Bear 2X ETF position as of Q2 2020 after selling out during the quarter.
  • Sowell Financial Services sold 8 Direxion Daily Energy Bear 2X ETF shares in Q2 2020, an estimated $9K.
  • Sowell Financial Services first reported a position in Direxion Daily Energy Bear 2X ETF in Q1 2020 and held it in 1 quarter.
  • Sowell Financial Services's Direxion Daily Energy Bear 2X ETF position peaked at $9K in Q1 2020.
  • 11 funds tracked by Wall St. Rank held Direxion Daily Energy Bear 2X ETF as of Q2 2020.

Based on Sowell Financial Services's 13F filing for Q2 2020, filed 13 Aug 2020.