Waverly Advisors’s Direxion Daily Gold Miners Index Bull 2X ETF NUGT Stock Holding History

Waverly Advisors’s Portfolio NUGT Stock Details NUGT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q1	–	Sell	-69	Closed	-$31K	–	402
2014 Q4	$31K	Sell	69 -6	-8%	-$3.66K	0.02%	170
2014 Q3	$69K	Buy	75 +62	+477%	+$102K	0.04%	183
2014 Q2	$23K	Hold	13	–	–	0.01%	309
2014 Q1	$17K	Sell	13 -31	-70%	-$51.4K	0.01%	345
2013 Q4	$48K	Buy	+44	New	+$66.8K	0.02%	337

Other funds holding NUGT

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Commerzbank Aktiengesellschaft Frankfurt, Germany $5B AUM 26.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

USGIU

U.S. Global Investors (USGI) San Antonio, Texas $1.04B AUM 73.31% 1-Year Est. Return

Timber Hill Greenwich, Connecticut $15.4M AUM 30.7% 1-Year Est. Return

Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return

Simplex Trading Chicago, Illinois $171B AUM 85% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Zazove Associates Incline Village, Nevada $1.22B AUM 1.92% 1-Year Est. Return

Waverly Advisors's NUGT Position: Q1 2015 in Review

Waverly Advisors sold out of Direxion Daily Gold Miners Index Bull 2X ETF (NUGT) in Q1 2015, closing a stake of 69 shares — an estimated $31K sold.

Waverly Advisors first reported a position in NUGT in Q4 2013 and held it in 5 quarters. The position peaked at $69K in Q3 2014. 34 funds tracked by Wall St. Rank hold NUGT as of Q1 2015.

Waverly Advisors reported no remaining Direxion Daily Gold Miners Index Bull 2X ETF position as of Q1 2015 after selling out during the quarter.
Waverly Advisors sold 69 Direxion Daily Gold Miners Index Bull 2X ETF shares in Q1 2015, an estimated $31K.
Waverly Advisors first reported a position in Direxion Daily Gold Miners Index Bull 2X ETF in Q4 2013 and held it in 5 quarters.
Waverly Advisors's Direxion Daily Gold Miners Index Bull 2X ETF position peaked at $69K in Q3 2014.
34 funds tracked by Wall St. Rank held Direxion Daily Gold Miners Index Bull 2X ETF as of Q1 2015.

Based on Waverly Advisors's 13F filing for Q1 2015, filed 7 May 2015.