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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
-30,600
Closed -$46K – 2064
2014
Q1 		$46K Hold
30,600
– – 0.01% 942
2013
Q4 		$35K Buy
+30,600
New +$29.9K 0.01% 1133

Other funds holding SOXL

Credit Suisse
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Advisors Preferred
Advisors Preferred Rockville, Maryland $646M AUM 32.22% 1-Year Est. Return
Virtu Financial
Virtu Financial New York $3.18B AUM 65.92% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Toth Financial Advisory
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
First Western Capital Management
First Western Capital Management Los Angeles, California $4.72M 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 30,600 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 30,600 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.