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Summit Trail Advisors’s Direxion Daily MSCI Emerging Markets Bull 3X ETF EDC Stock Holding History

Summit Trail Advisors’s Portfolio EDC Stock Details EDC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-630
Closed -$57K – 330
2018
Q2 		$57K Buy
+630
New +$70K 0.02% 291
2018
Q1 		– Sell
-630
Closed -$102K – 780
2017
Q4 		$102K Buy
+630
New +$73.1K 0.01% 616

Other funds holding EDC

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SGM
Skye Global Management West Palm Beach, Florida $5B AUM 11.9% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return
Wolverine Trading
Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

Summit Trail Advisors sold out of Direxion Daily MSCI Emerging Markets Bull 3X ETF (EDC) in Q3 2018, closing a stake of 630 shares — an estimated $57K sold.

Summit Trail Advisors first reported a position in EDC in Q4 2017 and held it in 2 quarters. The position peaked at $102K in Q4 2017. 25 funds tracked by Wall St. Rank hold EDC as of Q3 2018.

  • Summit Trail Advisors reported no remaining Direxion Daily MSCI Emerging Markets Bull 3X ETF position as of Q3 2018 after selling out during the quarter.
  • Summit Trail Advisors sold 630 Direxion Daily MSCI Emerging Markets Bull 3X ETF shares in Q3 2018, an estimated $57K.
  • Summit Trail Advisors first reported a position in Direxion Daily MSCI Emerging Markets Bull 3X ETF in Q4 2017 and held it in 2 quarters.
  • Summit Trail Advisors's Direxion Daily MSCI Emerging Markets Bull 3X ETF position peaked at $102K in Q4 2017.
  • 25 funds tracked by Wall St. Rank held Direxion Daily MSCI Emerging Markets Bull 3X ETF as of Q3 2018.

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