King Wealth Management Group’s ProShares Ultra MidCap400 MVV Stock Holding History

King Wealth Management Group’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
2016 Q1	–	Sell	-138,318	Closed	-$3.13M	–	109
2015 Q4	$3.13M	Buy	138,318 +8,184	+6%	+$193K	1.73%	16
2015 Q3	$2.82M	Sell	130,134 -17,304	-12%	-$426K	1.73%	17
2015 Q2	$3.87M	Buy	147,438 +2,199	+2%	+$59.6K	2.12%	11
2015 Q1	$3.92M	Buy	145,239 +414	+0.3%	+$10.6K	2.26%	10
2014 Q4	$3.55M	Buy	144,825 +180	+0.1%	+$4.14K	1.89%	14
2014 Q3	$3.16M	Buy	144,645 +109,617	+313%	+$2.54M	1.98%	13
2014 Q2	$830K	Buy	35,028 +20,436	+140%	+$451K	0.51%	47
2014 Q1	$323K	Buy	+14,592	New	+$310K	0.22%	63

Other funds holding MVV

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

VAM

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

Weatherstone Capital Management Denver, Colorado $94.5M AUM 8.25% 1-Year Est. Return

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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

CWM

Concert Wealth Management San Jose, California $24.7M AUM 14.91% 1-Year Est. Return

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

King Wealth Management Group's MVV Position: Q1 2016 in Review

King Wealth Management Group sold out of ProShares Ultra MidCap400 (MVV) in Q1 2016, closing a stake of 138,318 shares — an estimated $3.13M sold.

King Wealth Management Group first reported a position in MVV in Q1 2014 and held it in 8 quarters. The position peaked at $3.92M in Q1 2015. 29 funds tracked by Wall St. Rank hold MVV as of Q1 2016.

King Wealth Management Group reported no remaining ProShares Ultra MidCap400 position as of Q1 2016 after selling out during the quarter.
King Wealth Management Group sold 138,318 ProShares Ultra MidCap400 shares in Q1 2016, an estimated $3.13M.
King Wealth Management Group first reported a position in ProShares Ultra MidCap400 in Q1 2014 and held it in 8 quarters.
King Wealth Management Group's ProShares Ultra MidCap400 position peaked at $3.92M in Q1 2015.
29 funds tracked by Wall St. Rank held ProShares Ultra MidCap400 as of Q1 2016.

Based on King Wealth Management Group's 13F filing for Q1 2016, filed 12 May 2016.