IFAM
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Institutional & Family Asset Management’s ProShares Ultra MidCap400 MVV Stock Holding History

Institutional & Family Asset 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
2020
Q1 		– Sell
-7
Closed – – 880
2019
Q4 		$0 Buy
+7
New +$293 ﹤0.01% 879

Other funds holding MVV

IFWM
Institute for Wealth Management Denver, Colorado $1.13B AUM 39.73% 1-Year Est. Return
SBL
Sargent Bickham Lagudis Boulder, Colorado $1.22B AUM 14.94% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
EW
Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
PA
Parallel Advisors San Francisco, California $5.56B AUM 17.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

Institutional & Family Asset Management's MVV Position: Q1 2020 in Review

Institutional & Family Asset Management sold out of ProShares Ultra MidCap400 (MVV) in Q1 2020, closing a stake of 7 shares.

Institutional & Family Asset Management first reported a position in MVV in Q4 2019 and held it in 1 quarter. The position peaked at $0 in Q4 2019. 12 funds tracked by Wall St. Rank hold MVV as of Q1 2020.

  • Institutional & Family Asset Management reported no remaining ProShares Ultra MidCap400 position as of Q1 2020 after selling out during the quarter.
  • Institutional & Family Asset Management sold 7 ProShares Ultra MidCap400 shares in Q1 2020.
  • Institutional & Family Asset Management first reported a position in ProShares Ultra MidCap400 in Q4 2019 and held it in 1 quarter.
  • Institutional & Family Asset Management's ProShares Ultra MidCap400 position peaked at $0 in Q4 2019.
  • 12 funds tracked by Wall St. Rank held ProShares Ultra MidCap400 as of Q1 2020.

Based on Institutional & Family Asset Management's 13F filing for Q1 2020, filed 14 May 2020.