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FDx Advisors’s ProShares Ultra MidCap400 MVV Stock Holding History

FDx Advisors’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
2017
Q2 		– Sell
-6,732
Closed -$226K – 1222
2017
Q1 		$226K Sell
6,732
-9,426
-58% -$313K 0.01% 1077
2016
Q4 		$508K Buy
+16,158
New +$466K 0.01% 761

Other funds holding MVV

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SBL
Sargent Bickham Lagudis Boulder, Colorado $1.22B AUM 14.94% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
IFWM
Institute for Wealth Management Denver, Colorado $938M AUM 29.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
VKH
Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return
FI
FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return

FDx Advisors's MVV Position: Q2 2017 in Review

FDx Advisors sold out of ProShares Ultra MidCap400 (MVV) in Q2 2017, closing a stake of 6,732 shares — an estimated $226K sold.

FDx Advisors first reported a position in MVV in Q4 2016 and held it in 2 quarters. The position peaked at $508K in Q4 2016. 28 funds tracked by Wall St. Rank hold MVV as of Q2 2017.

  • FDx Advisors reported no remaining ProShares Ultra MidCap400 position as of Q2 2017 after selling out during the quarter.
  • FDx Advisors sold 6,732 ProShares Ultra MidCap400 shares in Q2 2017, an estimated $226K.
  • FDx Advisors first reported a position in ProShares Ultra MidCap400 in Q4 2016 and held it in 2 quarters.
  • FDx Advisors's ProShares Ultra MidCap400 position peaked at $508K in Q4 2016.
  • 28 funds tracked by Wall St. Rank held ProShares Ultra MidCap400 as of Q2 2017.

Based on FDx Advisors's 13F filing for Q2 2017, filed 11 Aug 2017.