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Yellowstone Partners’s Direxion Daily S&P 500 Bear 3x ETF SPXS Stock Holding History

Yellowstone Partners’s Portfolio SPXS Stock Details SPXS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-20
Closed -$334K – 187
2013
Q4 		$334K Buy
+20
New +$388K 0.22% 98

Other funds holding SPXS

MWP
MYCIO Wealth Partners Philadelphia, Pennsylvania $502M AUM 11.65% 1-Year Est. Return
PSW
Portfolio Strategies (Washington) Tacoma, Washington $50.1M AUM 11.94% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return
MCM
McGlinn Capital Management Wyomissing, Pennsylvania $33.1M AUM 37.58% 1-Year Est. Return
JT
Jump Trading Chicago, Illinois $150M AUM 17.61% 1-Year Est. Return
AC
Altus Capital Mayfield Heights, Ohio $22.6M AUM 34.75% 1-Year Est. Return
SRC
Stone Run Capital New York $254M AUM 12.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
VKH
Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return

Yellowstone Partners's SPXS Position: Q1 2014 in Review

Yellowstone Partners sold out of Direxion Daily S&P 500 Bear 3x ETF (SPXS) in Q1 2014, closing a stake of 20 shares — an estimated $334K sold.

Yellowstone Partners first reported a position in SPXS in Q4 2013 and held it in 1 quarter. The position peaked at $334K in Q4 2013. 18 funds tracked by Wall St. Rank hold SPXS as of Q1 2014.

  • Yellowstone Partners reported no remaining Direxion Daily S&P 500 Bear 3x ETF position as of Q1 2014 after selling out during the quarter.
  • Yellowstone Partners sold 20 Direxion Daily S&P 500 Bear 3x ETF shares in Q1 2014, an estimated $334K.
  • Yellowstone Partners first reported a position in Direxion Daily S&P 500 Bear 3x ETF in Q4 2013 and held it in 1 quarter.
  • Yellowstone Partners's Direxion Daily S&P 500 Bear 3x ETF position peaked at $334K in Q4 2013.
  • 18 funds tracked by Wall St. Rank held Direxion Daily S&P 500 Bear 3x ETF as of Q1 2014.

Based on Yellowstone Partners's 13F filing for Q1 2014, filed 17 Aug 2016.