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Wealthfront’s Direxion Daily Energy Bull 2X ETF ERX Stock Holding History

Wealthfront’s Portfolio ERX Stock Details ERX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		– Sell
-2
Closed -$1K – 1285
2015
Q2 		$1K Buy
+2
New +$1.18K ﹤0.01% 1232

Other funds holding ERX

QIM
Quantitative Investment Management Charlottesville, Virginia $963M AUM 12.95% 1-Year Est. Return
BFG
Bouchey Financial Group Troy, New York $1.55B AUM 29.02% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Wealthfront's ERX Position: Q3 2015 in Review

Wealthfront sold out of Direxion Daily Energy Bull 2X ETF (ERX) in Q3 2015, closing a stake of 2 shares — an estimated $1K sold.

Wealthfront first reported a position in ERX in Q2 2015 and held it in 1 quarter. The position peaked at $1K in Q2 2015. 33 funds tracked by Wall St. Rank hold ERX as of Q3 2015.

  • Wealthfront reported no remaining Direxion Daily Energy Bull 2X ETF position as of Q3 2015 after selling out during the quarter.
  • Wealthfront sold 2 Direxion Daily Energy Bull 2X ETF shares in Q3 2015, an estimated $1K.
  • Wealthfront first reported a position in Direxion Daily Energy Bull 2X ETF in Q2 2015 and held it in 1 quarter.
  • Wealthfront's Direxion Daily Energy Bull 2X ETF position peaked at $1K in Q2 2015.
  • 33 funds tracked by Wall St. Rank held Direxion Daily Energy Bull 2X ETF as of Q3 2015.

Based on Wealthfront's 13F filing for Q3 2015, filed 18 Nov 2015.