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WFG Advisors’s Direxion Daily Semiconductor Bull 3X ETF SOXL Stock Holding History

WFG Advisors’s Portfolio SOXL Stock Details SOXL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-38,250
Closed -$46K – 2064
2014
Q1 		$46K Hold
38,250
– – 0.01% 942
2013
Q4 		$35K Buy
+38,250
New +$29.9K 0.01% 1133

Other funds holding SOXL

CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
AP
Advisors Preferred Rockville, Maryland $679M AUM 22.19% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
FWCM
First Western Capital Management Los Angeles, California $4.71M AUM 11.17% 1-Year Est. Return

WFG Advisors's SOXL Position: Q2 2014 in Review

WFG Advisors sold out of Direxion Daily Semiconductor Bull 3X ETF (SOXL) in Q2 2014, closing a stake of 38,250 shares — an estimated $46K sold.

WFG Advisors first reported a position in SOXL in Q4 2013 and held it in 2 quarters. The position peaked at $46K in Q1 2014. 16 funds tracked by Wall St. Rank hold SOXL as of Q2 2014.

  • WFG Advisors reported no remaining Direxion Daily Semiconductor Bull 3X ETF position as of Q2 2014 after selling out during the quarter.
  • WFG Advisors sold 38,250 Direxion Daily Semiconductor Bull 3X ETF shares in Q2 2014, an estimated $46K.
  • WFG Advisors first reported a position in Direxion Daily Semiconductor Bull 3X ETF in Q4 2013 and held it in 2 quarters.
  • WFG Advisors's Direxion Daily Semiconductor Bull 3X ETF position peaked at $46K in Q1 2014.
  • 16 funds tracked by Wall St. Rank held Direxion Daily Semiconductor Bull 3X ETF as of Q2 2014.

Based on WFG Advisors's 13F filing for Q2 2014, filed 12 Aug 2014.