UBS Group
VLSM

UBS Group’s DIREXION SHS ETF TR VALUE LINE SMALL & MID CAP HIGH DIVID VLSM Stock Holding History

UBS Group’s Portfolio VLSM Stock Details VLSM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-65
Closed -$1K – 8828
2015
Q3 		$1K Buy
+65
New +$1.56K ﹤0.01% 8316

Other funds holding VLSM

Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
CCP
Cardan Capital Partners Denver, Colorado $893M AUM 22.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

UBS Group's VLSM Position: Q4 2015 in Review

UBS Group sold out of DIREXION SHS ETF TR VALUE LINE SMALL & MID CAP HIGH DIVID (VLSM) in Q4 2015, closing a stake of 65 shares — an estimated $1K sold.

UBS Group first reported a position in VLSM in Q3 2015 and held it in 1 quarter. The position peaked at $1K in Q3 2015. 6 funds tracked by Wall St. Rank hold VLSM as of Q4 2015.

  • UBS Group reported no remaining DIREXION SHS ETF TR VALUE LINE SMALL & MID CAP HIGH DIVID position as of Q4 2015 after selling out during the quarter.
  • UBS Group sold 65 DIREXION SHS ETF TR VALUE LINE SMALL & MID CAP HIGH DIVID shares in Q4 2015, an estimated $1K.
  • UBS Group first reported a position in DIREXION SHS ETF TR VALUE LINE SMALL & MID CAP HIGH DIVID in Q3 2015 and held it in 1 quarter.
  • UBS Group's DIREXION SHS ETF TR VALUE LINE SMALL & MID CAP HIGH DIVID position peaked at $1K in Q3 2015.
  • 6 funds tracked by Wall St. Rank held DIREXION SHS ETF TR VALUE LINE SMALL & MID CAP HIGH DIVID as of Q4 2015.

Based on UBS Group's 13F filing for Q4 2015, filed 16 Feb 2016.