W
VLSM

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

Wealthfront’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
-1
Closed – – 1336
2015
Q3 		$0 Buy
+1
New +$24 ﹤0.01% 1563

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

Wealthfront's VLSM Position: Q4 2015 in Review

Wealthfront sold out of DIREXION SHS ETF TR VALUE LINE SMALL & MID CAP HIGH DIVID (VLSM) in Q4 2015, closing a stake of 1 share.

Wealthfront first reported a position in VLSM in Q3 2015 and held it in 1 quarter. The position peaked at $0 in Q3 2015. 6 funds tracked by Wall St. Rank hold VLSM as of Q4 2015.

  • Wealthfront 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.
  • Wealthfront sold 1 DIREXION SHS ETF TR VALUE LINE SMALL & MID CAP HIGH DIVID share in Q4 2015.
  • Wealthfront 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.
  • Wealthfront's DIREXION SHS ETF TR VALUE LINE SMALL & MID CAP HIGH DIVID position peaked at $0 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 Wealthfront's 13F filing for Q4 2015, filed 17 Feb 2016.