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DZK

Summit Trail Advisors’s Direxion Daily Developed Markets Bull 3x Shares DZK Stock Holding History

Summit Trail Advisors’s Portfolio DZK Stock Details DZK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-961
Closed -$69K – 526
2018
Q2 		$69K Buy
+961
New +$75.6K 0.02% 270
2018
Q1 		– Sell
-961
Closed -$96K – 2161
2017
Q4 		$96K Buy
+961
New +$75.9K 0.01% 643

Other funds holding DZK

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
CC
Cedar Capital Barrington, Illinois $54.9M AUM 33.3% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

Summit Trail Advisors's DZK Position: Q3 2018 in Review

Summit Trail Advisors sold out of Direxion Daily Developed Markets Bull 3x Shares (DZK) in Q3 2018, closing a stake of 961 shares — an estimated $69K sold.

Summit Trail Advisors first reported a position in DZK in Q4 2017 and held it in 2 quarters. The position peaked at $96K in Q4 2017. 13 funds tracked by Wall St. Rank hold DZK as of Q3 2018.

  • Summit Trail Advisors reported no remaining Direxion Daily Developed Markets Bull 3x Shares position as of Q3 2018 after selling out during the quarter.
  • Summit Trail Advisors sold 961 Direxion Daily Developed Markets Bull 3x Shares shares in Q3 2018, an estimated $69K.
  • Summit Trail Advisors first reported a position in Direxion Daily Developed Markets Bull 3x Shares in Q4 2017 and held it in 2 quarters.
  • Summit Trail Advisors's Direxion Daily Developed Markets Bull 3x Shares position peaked at $96K in Q4 2017.
  • 13 funds tracked by Wall St. Rank held Direxion Daily Developed Markets Bull 3x Shares as of Q3 2018.

Based on Summit Trail Advisors's 13F filing for Q3 2018, filed 14 Nov 2018.