LWM
MVV icon

Lyons Wealth Management’s ProShares Ultra MidCap400 MVV Stock Holding History

Lyons 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
2014
Q4 		– Sell
-32,664
Closed -$714K – 69
2014
Q3 		$714K Sell
32,664
-8,874
-21% -$206K 0.76% 36
2014
Q2 		$996K Buy
+41,538
New +$916K 0.89% 25
2014
Q1 		– Sell
-296,322
Closed -$6.26M – 78
2013
Q4 		$6.26M Buy
+296,322
New +$5.81M 5.88% 6

Other funds holding MVV

GHF
Good Harbor Financial Barrington, Illinois $916M AUM 5.96% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AP
Advisors Preferred Rockville, Maryland $679M AUM 22.19% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
PI
Placemark Investments Chicago, Illinois $5.66B AUM 10.93% 1-Year Est. Return
KWMG
King Wealth Management Group Naples, Florida $800M AUM 22.41% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
VAM
Visionary Asset Management Houston, Texas $252M AUM 3.81% 1-Year Est. Return

Lyons Wealth Management's MVV Position: Q4 2014 in Review

Lyons Wealth Management sold out of ProShares Ultra MidCap400 (MVV) in Q4 2014, closing a stake of 32,664 shares — an estimated $714K sold.

Lyons Wealth Management first reported a position in MVV in Q4 2013 and held it in 3 quarters. The position peaked at $6.26M in Q4 2013. 44 funds tracked by Wall St. Rank hold MVV as of Q4 2014.

  • Lyons Wealth Management reported no remaining ProShares Ultra MidCap400 position as of Q4 2014 after selling out during the quarter.
  • Lyons Wealth Management sold 32,664 ProShares Ultra MidCap400 shares in Q4 2014, an estimated $714K.
  • Lyons Wealth Management first reported a position in ProShares Ultra MidCap400 in Q4 2013 and held it in 3 quarters.
  • Lyons Wealth Management's ProShares Ultra MidCap400 position peaked at $6.26M in Q4 2013.
  • 44 funds tracked by Wall St. Rank held ProShares Ultra MidCap400 as of Q4 2014.

Based on Lyons Wealth Management's 13F filing for Q4 2014, filed 13 Feb 2015.