WA
DZK

WFG Advisors’s Direxion Daily Developed Markets Bull 3x Shares DZK Stock Holding History

WFG Advisors’s Portfolio DZK Stock Details DZK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-1,243
Closed -$93K – 2419
2013
Q4 		$93K Sell
1,243
-317
-20% -$21.5K 0.01% 773
2013
Q3 		$99K Sell
1,560
-272
-15% -$15.4K 0.02% 705
2013
Q2 		$86K Buy
+1,832
New +$96.8K 0.01% 715

Other funds holding DZK

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
AC
AFAM Capital Austin, Texas $718M AUM 12.09% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
EWA
Exencial Wealth Advisors Oklahoma City, Oklahoma $3.22B AUM 20.17% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

WFG Advisors's DZK Position: Q1 2014 in Review

WFG Advisors sold out of Direxion Daily Developed Markets Bull 3x Shares (DZK) in Q1 2014, closing a stake of 1,243 shares — an estimated $93K sold.

WFG Advisors first reported a position in DZK in Q2 2013 and held it in 3 quarters. The position peaked at $99K in Q3 2013. 13 funds tracked by Wall St. Rank hold DZK as of Q1 2014.

  • WFG Advisors reported no remaining Direxion Daily Developed Markets Bull 3x Shares position as of Q1 2014 after selling out during the quarter.
  • WFG Advisors sold 1,243 Direxion Daily Developed Markets Bull 3x Shares shares in Q1 2014, an estimated $93K.
  • WFG Advisors first reported a position in Direxion Daily Developed Markets Bull 3x Shares in Q2 2013 and held it in 3 quarters.
  • WFG Advisors's Direxion Daily Developed Markets Bull 3x Shares position peaked at $99K in Q3 2013.
  • 13 funds tracked by Wall St. Rank held Direxion Daily Developed Markets Bull 3x Shares as of Q1 2014.

Based on WFG Advisors's 13F filing for Q1 2014, filed 24 Apr 2014.