CI
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CX Institutional’s ProShares Ultra MidCap400 MVV Stock Holding History

CX Institutional’s Portfolio MVV Stock Details MVV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-915
Closed -$42K – 550
2018
Q3 		$42K Buy
+915
New +$41.4K 0.01% 200

Other funds holding MVV

FI
FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return
CC
Cedar Capital Barrington, Illinois $54.9M AUM 33.3% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
IFWM
Institute for Wealth Management Denver, Colorado $938M AUM 29.36% 1-Year Est. Return
SBL
Sargent Bickham Lagudis Boulder, Colorado $1.22B AUM 14.94% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
HIS
Harvest Investment Services Oakbrook Terrace, Illinois $547M AUM 64.58% 1-Year Est. Return
VAM
Visionary Asset Management Houston, Texas $252M AUM 3.81% 1-Year Est. Return
OAM
Oppenheimer Asset Management New York $8.76B AUM 23.12% 1-Year Est. Return

CX Institutional's MVV Position: Q4 2018 in Review

CX Institutional sold out of ProShares Ultra MidCap400 (MVV) in Q4 2018, closing a stake of 915 shares — an estimated $42K sold.

CX Institutional first reported a position in MVV in Q3 2018 and held it in 1 quarter. The position peaked at $42K in Q3 2018. 24 funds tracked by Wall St. Rank hold MVV as of Q4 2018.

  • CX Institutional reported no remaining ProShares Ultra MidCap400 position as of Q4 2018 after selling out during the quarter.
  • CX Institutional sold 915 ProShares Ultra MidCap400 shares in Q4 2018, an estimated $42K.
  • CX Institutional first reported a position in ProShares Ultra MidCap400 in Q3 2018 and held it in 1 quarter.
  • CX Institutional's ProShares Ultra MidCap400 position peaked at $42K in Q3 2018.
  • 24 funds tracked by Wall St. Rank held ProShares Ultra MidCap400 as of Q4 2018.

Based on CX Institutional's 13F filing for Q4 2018, filed 14 Jan 2019.