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Mosaic Family Wealth’s ProShares Ultra MSCI Emerging Markets EET Stock Holding History

Mosaic Family Wealth’s Portfolio EET Stock Details EET Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-250
Closed -$24K – 683
2018
Q1 		$24K Buy
+250
New +$25.2K 0.01% 406

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DBT
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IFWM
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FA
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Jane Street
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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
CA
Crewe Advisors Salt Lake City, Utah $1.38B AUM 41.76% 1-Year Est. Return

Mosaic Family Wealth's EET Position: Q2 2018 in Review

Mosaic Family Wealth sold out of ProShares Ultra MSCI Emerging Markets (EET) in Q2 2018, closing a stake of 250 shares — an estimated $24K sold.

Mosaic Family Wealth first reported a position in EET in Q1 2018 and held it in 1 quarter. The position peaked at $24K in Q1 2018. 11 funds tracked by Wall St. Rank hold EET as of Q2 2018.

  • Mosaic Family Wealth reported no remaining ProShares Ultra MSCI Emerging Markets position as of Q2 2018 after selling out during the quarter.
  • Mosaic Family Wealth sold 250 ProShares Ultra MSCI Emerging Markets shares in Q2 2018, an estimated $24K.
  • Mosaic Family Wealth first reported a position in ProShares Ultra MSCI Emerging Markets in Q1 2018 and held it in 1 quarter.
  • Mosaic Family Wealth's ProShares Ultra MSCI Emerging Markets position peaked at $24K in Q1 2018.
  • 11 funds tracked by Wall St. Rank held ProShares Ultra MSCI Emerging Markets as of Q2 2018.

Based on Mosaic Family Wealth's 13F filing for Q2 2018, filed 10 Aug 2018.