Carson Wealth (CWM LLC)
MZZ icon

Carson Wealth (CWM LLC)’s ProShares UltraShort MidCap400 MZZ Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio MZZ Stock Details MZZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-125
Closed -$22K – 733
2015
Q3 		$22K Buy
+125
New +$19.8K ﹤0.01% 359

Other funds holding MZZ

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Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
TH
Timber Hill Greenwich, Connecticut $15.4M AUM 30.7% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $171B AUM 85% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Carson Wealth (CWM LLC)'s MZZ Position: Q4 2015 in Review

Carson Wealth (CWM LLC) sold out of ProShares UltraShort MidCap400 (MZZ) in Q4 2015, closing a stake of 125 shares — an estimated $22K sold.

Carson Wealth (CWM LLC) first reported a position in MZZ in Q3 2015 and held it in 1 quarter. The position peaked at $22K in Q3 2015. 13 funds tracked by Wall St. Rank hold MZZ as of Q4 2015.

  • Carson Wealth (CWM LLC) reported no remaining ProShares UltraShort MidCap400 position as of Q4 2015 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 125 ProShares UltraShort MidCap400 shares in Q4 2015, an estimated $22K.
  • Carson Wealth (CWM LLC) first reported a position in ProShares UltraShort MidCap400 in Q3 2015 and held it in 1 quarter.
  • Carson Wealth (CWM LLC)'s ProShares UltraShort MidCap400 position peaked at $22K in Q3 2015.
  • 13 funds tracked by Wall St. Rank held ProShares UltraShort MidCap400 as of Q4 2015.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q4 2015, filed 1 Feb 2016.