Sterling Investment Advisors (Pennsylvania)’s Direxion Daily Semiconductor Bull 3X ETF SOXL Stock Holding History

Sterling Investment Advisors (Pennsylvania)’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
2018 Q4	–	Sell	-450	Closed	-$5K	–	426
2018 Q3	$5K	Hold	450	–	–	﹤0.01%	385
2018 Q2	$4K	Hold	450	–	–	﹤0.01%	356
2018 Q1	$5K	Hold	450	–	–	﹤0.01%	337
2017 Q4	$4K	Buy	+450	New	+$4.27K	﹤0.01%	320

Other funds holding SOXL

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return

TCM

Traynor Capital Management Malvern, Pennsylvania $2.18B AUM 62.36% 1-Year Est. Return

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

AFP

Ausdal Financial Partners Davenport, Iowa $2.25B AUM 20.11% 1-Year Est. Return

HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Sterling Investment Advisors (Pennsylvania)'s SOXL Position: Q4 2018 in Review

Sterling Investment Advisors (Pennsylvania) sold out of Direxion Daily Semiconductor Bull 3X ETF (SOXL) in Q4 2018, closing a stake of 450 shares — an estimated $5K sold.

Sterling Investment Advisors (Pennsylvania) first reported a position in SOXL in Q4 2017 and held it in 4 quarters. The position peaked at $5K in Q3 2018. 23 funds tracked by Wall St. Rank hold SOXL as of Q4 2018.

Sterling Investment Advisors (Pennsylvania) reported no remaining Direxion Daily Semiconductor Bull 3X ETF position as of Q4 2018 after selling out during the quarter.
Sterling Investment Advisors (Pennsylvania) sold 450 Direxion Daily Semiconductor Bull 3X ETF shares in Q4 2018, an estimated $5K.
Sterling Investment Advisors (Pennsylvania) first reported a position in Direxion Daily Semiconductor Bull 3X ETF in Q4 2017 and held it in 4 quarters.
Sterling Investment Advisors (Pennsylvania)'s Direxion Daily Semiconductor Bull 3X ETF position peaked at $5K in Q3 2018.
23 funds tracked by Wall St. Rank held Direxion Daily Semiconductor Bull 3X ETF as of Q4 2018.

Based on Sterling Investment Advisors (Pennsylvania)'s 13F filing for Q4 2018, filed 18 Jan 2019.