GWM
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Gupta Wealth Management’s ProShares Ultra MidCap400 MVV Stock Holding History

Gupta Wealth Management’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
2015
Q3 		– Sell
-378
Closed -$10K – 1313
2015
Q2 		$10K Buy
+378
New +$10.2K ﹤0.01% 895

Other funds holding MVV

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
KWMG
King Wealth Management Group Naples, Florida $800M AUM 22.41% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CWM
Concert Wealth Management San Jose, California $24.7M AUM 14.91% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Gupta Wealth Management's MVV Position: Q3 2015 in Review

Gupta Wealth Management sold out of ProShares Ultra MidCap400 (MVV) in Q3 2015, closing a stake of 378 shares — an estimated $10K sold.

Gupta Wealth Management first reported a position in MVV in Q2 2015 and held it in 1 quarter. The position peaked at $10K in Q2 2015. 21 funds tracked by Wall St. Rank hold MVV as of Q3 2015.

  • Gupta Wealth Management reported no remaining ProShares Ultra MidCap400 position as of Q3 2015 after selling out during the quarter.
  • Gupta Wealth Management sold 378 ProShares Ultra MidCap400 shares in Q3 2015, an estimated $10K.
  • Gupta Wealth Management first reported a position in ProShares Ultra MidCap400 in Q2 2015 and held it in 1 quarter.
  • Gupta Wealth Management's ProShares Ultra MidCap400 position peaked at $10K in Q2 2015.
  • 21 funds tracked by Wall St. Rank held ProShares Ultra MidCap400 as of Q3 2015.

Based on Gupta Wealth Management's 13F filing for Q3 2015, filed 18 Nov 2015.