HighTower Advisors
MVV icon

HighTower Advisors’s ProShares Ultra MidCap400 MVV Stock Holding History

HighTower 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
Q3 		– Sell
-6,936
Closed -$241K – 2319
2017
Q2 		$241K Buy
6,936
+363
+6% +$12.4K ﹤0.01% 1755
2017
Q1 		$221K Sell
6,573
-2,253
-26% -$74.7K ﹤0.01% 1714
2016
Q4 		$279K Buy
+8,826
New +$255K ﹤0.01% 1507

Other funds holding MVV

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
SBL
Sargent Bickham Lagudis Boulder, Colorado $1.22B AUM 14.94% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
IFWM
Institute for Wealth Management Denver, Colorado $1.13B AUM 39.73% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
FI
FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

HighTower Advisors's MVV Position: Q3 2017 in Review

HighTower Advisors sold out of ProShares Ultra MidCap400 (MVV) in Q3 2017, closing a stake of 6,936 shares — an estimated $241K sold.

HighTower Advisors first reported a position in MVV in Q4 2016 and held it in 3 quarters. The position peaked at $279K in Q4 2016. 27 funds tracked by Wall St. Rank hold MVV as of Q3 2017.

  • HighTower Advisors reported no remaining ProShares Ultra MidCap400 position as of Q3 2017 after selling out during the quarter.
  • HighTower Advisors sold 6,936 ProShares Ultra MidCap400 shares in Q3 2017, an estimated $241K.
  • HighTower Advisors first reported a position in ProShares Ultra MidCap400 in Q4 2016 and held it in 3 quarters.
  • HighTower Advisors's ProShares Ultra MidCap400 position peaked at $279K in Q4 2016.
  • 27 funds tracked by Wall St. Rank held ProShares Ultra MidCap400 as of Q3 2017.

Based on HighTower Advisors's 13F filing for Q3 2017, filed 14 Nov 2017.