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Wilbanks Smith & Thomas Asset Management’s Direxion Daily Energy Bull 2X ETF ERX Stock Holding History

Wilbanks Smith & Thomas Asset Management’s Portfolio ERX Stock Details ERX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-692
Closed -$633K – 298
2014
Q1 		$633K Buy
+692
New +$573K 0.07% 143

Other funds holding ERX

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 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
TH
Timber Hill Greenwich, Connecticut $15.4M AUM 30.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RHBC
R.H. Bluestein & Co Birmingham, Michigan $1.61B AUM 7.59% 1-Year Est. Return
CPSAC
Chas P. Smith & Associates (CPS) Lakeland, Florida $1.84B AUM 13.62% 1-Year Est. Return

Wilbanks Smith & Thomas Asset Management's ERX Position: Q2 2014 in Review

Wilbanks Smith & Thomas Asset Management sold out of Direxion Daily Energy Bull 2X ETF (ERX) in Q2 2014, closing a stake of 692 shares — an estimated $633K sold.

Wilbanks Smith & Thomas Asset Management first reported a position in ERX in Q1 2014 and held it in 1 quarter. The position peaked at $633K in Q1 2014. 17 funds tracked by Wall St. Rank hold ERX as of Q2 2014.

  • Wilbanks Smith & Thomas Asset Management reported no remaining Direxion Daily Energy Bull 2X ETF position as of Q2 2014 after selling out during the quarter.
  • Wilbanks Smith & Thomas Asset Management sold 692 Direxion Daily Energy Bull 2X ETF shares in Q2 2014, an estimated $633K.
  • Wilbanks Smith & Thomas Asset Management first reported a position in Direxion Daily Energy Bull 2X ETF in Q1 2014 and held it in 1 quarter.
  • Wilbanks Smith & Thomas Asset Management's Direxion Daily Energy Bull 2X ETF position peaked at $633K in Q1 2014.
  • 17 funds tracked by Wall St. Rank held Direxion Daily Energy Bull 2X ETF as of Q2 2014.

Based on Wilbanks Smith & Thomas Asset Management's 13F filing for Q2 2014, filed 28 Jul 2014.