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WFG Advisors’s Direxion Daily Small Cap Bull 3x ETF TNA Stock Holding History

WFG Advisors’s Portfolio TNA Stock Details TNA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-792
Closed -$31K – 2223
2013
Q4 		$31K Sell
792
-198
-20% -$6.81K ﹤0.01% 1168
2013
Q3 		$31K Sell
990
-742
-43% -$21.3K ﹤0.01% 1100
2013
Q2 		$41K Buy
+1,732
New +$39.5K 0.01% 963

Other funds holding TNA

CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CA
Commerzbank Aktiengesellschaft Frankfurt, Germany $4.78B AUM 25.31% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
TH
Timber Hill Greenwich, Connecticut $15.4M AUM 30.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

WFG Advisors's TNA Position: Q1 2014 in Review

WFG Advisors sold out of Direxion Daily Small Cap Bull 3x ETF (TNA) in Q1 2014, closing a stake of 792 shares — an estimated $31K sold.

WFG Advisors first reported a position in TNA in Q2 2013 and held it in 3 quarters. The position peaked at $41K in Q2 2013. 33 funds tracked by Wall St. Rank hold TNA as of Q1 2014.

  • WFG Advisors reported no remaining Direxion Daily Small Cap Bull 3x ETF position as of Q1 2014 after selling out during the quarter.
  • WFG Advisors sold 792 Direxion Daily Small Cap Bull 3x ETF shares in Q1 2014, an estimated $31K.
  • WFG Advisors first reported a position in Direxion Daily Small Cap Bull 3x ETF in Q2 2013 and held it in 3 quarters.
  • WFG Advisors's Direxion Daily Small Cap Bull 3x ETF position peaked at $41K in Q2 2013.
  • 33 funds tracked by Wall St. Rank held Direxion Daily Small Cap Bull 3x ETF as of Q1 2014.

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