FHA
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Flagship Harbor Advisors’s ProShares Ultra MidCap400 MVV Stock Holding History

Flagship Harbor 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
2020
Q3 		– Sell
-1,602
Closed -$46K – 2086
2020
Q2 		$46K Buy
+1,602
New +$41.2K 0.01% 878
2018
Q4 		– Sell
-588
Closed -$26K – 2009
2018
Q3 		$26K Buy
+588
New +$26.6K ﹤0.01% 1039

Other funds holding MVV

FI
FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
IFWM
Institute for Wealth Management Denver, Colorado $1.13B AUM 39.73% 1-Year Est. Return
CC
Cedar Capital Barrington, Illinois $54.9M AUM 33.3% 1-Year Est. Return
SBL
Sargent Bickham Lagudis Boulder, Colorado $1.22B AUM 14.94% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
HIS
Harvest Investment Services Oakbrook Terrace, Illinois $647M AUM 89.3% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Flagship Harbor Advisors's MVV Position: Q3 2020 in Review

Flagship Harbor Advisors sold out of ProShares Ultra MidCap400 (MVV) in Q3 2020, closing a stake of 1,602 shares — an estimated $46K sold.

Flagship Harbor Advisors first reported a position in MVV in Q3 2018 and held it in 2 quarters. The position peaked at $46K in Q2 2020. 24 funds tracked by Wall St. Rank hold MVV as of Q3 2020.

  • Flagship Harbor Advisors reported no remaining ProShares Ultra MidCap400 position as of Q3 2020 after selling out during the quarter.
  • Flagship Harbor Advisors sold 1,602 ProShares Ultra MidCap400 shares in Q3 2020, an estimated $46K.
  • Flagship Harbor Advisors first reported a position in ProShares Ultra MidCap400 in Q3 2018 and held it in 2 quarters.
  • Flagship Harbor Advisors's ProShares Ultra MidCap400 position peaked at $46K in Q2 2020.
  • 24 funds tracked by Wall St. Rank held ProShares Ultra MidCap400 as of Q3 2020.

Based on Flagship Harbor Advisors's 13F filing for Q3 2020, filed 13 Oct 2020.