MWM
MVV icon

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

Meridian 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
2019
Q3 		– Sell
-1,008
Closed -$412 – 380
2019
Q2 		$412 Buy
+1,008
New +$40.1K 0.02% 399

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CC
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IFWM
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SBL
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Royal Bank of Canada
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VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
HIS
Harvest Investment Services Oakbrook Terrace, Illinois $547M AUM 64.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jane Street
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TRCT
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Meridian Wealth Management's MVV Position: Q3 2019 in Review

Meridian Wealth Management sold out of ProShares Ultra MidCap400 (MVV) in Q3 2019, closing a stake of 1,008 shares — an estimated $412 sold.

Meridian Wealth Management first reported a position in MVV in Q2 2019 and held it in 1 quarter. The position peaked at $412 in Q2 2019. 34 funds tracked by Wall St. Rank hold MVV as of Q3 2019.

  • Meridian Wealth Management reported no remaining ProShares Ultra MidCap400 position as of Q3 2019 after selling out during the quarter.
  • Meridian Wealth Management sold 1,008 ProShares Ultra MidCap400 shares in Q3 2019, an estimated $412.
  • Meridian Wealth Management first reported a position in ProShares Ultra MidCap400 in Q2 2019 and held it in 1 quarter.
  • Meridian Wealth Management's ProShares Ultra MidCap400 position peaked at $412 in Q2 2019.
  • 34 funds tracked by Wall St. Rank held ProShares Ultra MidCap400 as of Q3 2019.

Based on Meridian Wealth Management's 13F filing for Q3 2019, filed 8 Nov 2019.