Jackson Grant Investment Advisers’s ProShares Ultra MidCap400 MVV Stock Holding History

Jackson Grant Investment Advisers’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
2018 Q4	–	Sell	-605	Closed	-$28K	–	250
2018 Q3	$28K	Hold	605	–	–	0.02%	176
2018 Q2	$26K	Sell	605 -1	-0.2%	-$42	0.02%	181
2018 Q1	$24K	Sell	606 -108	-15%	-$4.47K	0.02%	179
2017 Q4	$29K	Hold	714	–	–	0.02%	171
2017 Q3	$26K	Hold	714	–	–	0.02%	176
2017 Q2	$25K	Hold	714	–	–	0.02%	156
2017 Q1	$24K	Hold	714	–	–	0.02%	150
2016 Q4	$22K	Buy	714 +111	+18%	+$3.2K	0.02%	157
2016 Q3	$17K	Sell	603 -87	-13%	-$2.38K	0.01%	151
2016 Q2	$18K	Buy	690 +3	+0.4%	+$74	0.02%	145
2016 Q1	$16K	Hold	687	–	–	0.01%	142
2015 Q4	$16K	Buy	+687	New	+$16.2K	0.02%	149

Other funds holding MVV

FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return

Cedar Capital Barrington, Illinois $54.9M AUM 33.3% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

IFWM

Institute for Wealth Management Denver, Colorado $938M AUM 29.36% 1-Year Est. Return

SBL

Sargent Bickham Lagudis Boulder, Colorado $1.22B AUM 14.94% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

HIS

Harvest Investment Services Oakbrook Terrace, Illinois $547M AUM 64.58% 1-Year Est. Return

VAM

Visionary Asset Management Houston, Texas $252M AUM 3.81% 1-Year Est. Return

OAM

Oppenheimer Asset Management New York $8.76B AUM 23.12% 1-Year Est. Return

Jackson Grant Investment Advisers's MVV Position: Q4 2018 in Review

Jackson Grant Investment Advisers sold out of ProShares Ultra MidCap400 (MVV) in Q4 2018, closing a stake of 605 shares — an estimated $28K sold.

Jackson Grant Investment Advisers first reported a position in MVV in Q4 2015 and held it in 12 quarters. The position peaked at $29K in Q4 2017. 24 funds tracked by Wall St. Rank hold MVV as of Q4 2018.

Jackson Grant Investment Advisers reported no remaining ProShares Ultra MidCap400 position as of Q4 2018 after selling out during the quarter.
Jackson Grant Investment Advisers sold 605 ProShares Ultra MidCap400 shares in Q4 2018, an estimated $28K.
Jackson Grant Investment Advisers first reported a position in ProShares Ultra MidCap400 in Q4 2015 and held it in 12 quarters.
Jackson Grant Investment Advisers's ProShares Ultra MidCap400 position peaked at $29K in Q4 2017.
24 funds tracked by Wall St. Rank held ProShares Ultra MidCap400 as of Q4 2018.

Based on Jackson Grant Investment Advisers's 13F filing for Q4 2018, filed 23 Jan 2019.