WA
NUGT icon

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

CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
CA
Commerzbank Aktiengesellschaft Frankfurt, Germany $4.78B AUM 25.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
USGIU
U.S. Global Investors (USGI) San Antonio, Texas $858M AUM 47.1% 1-Year Est. Return
TH
Timber Hill Greenwich, Connecticut $15.4M AUM 30.7% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
ZA
Zazove Associates Incline Village, Nevada $1.22B AUM 1.91% 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.