MFW
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Mosaic Family Wealth’s ProShares Ultra Technology ROM Stock Holding History

Mosaic Family Wealth’s Portfolio ROM Stock Details ROM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-1,600
Closed -$15K – 875
2017
Q3 		$15K Buy
+1,600
New +$14.3K 0.01% 515

Other funds holding ROM

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TFA
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Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return

Mosaic Family Wealth's ROM Position: Q4 2017 in Review

Mosaic Family Wealth sold out of ProShares Ultra Technology (ROM) in Q4 2017, closing a stake of 1,600 shares — an estimated $15K sold.

Mosaic Family Wealth first reported a position in ROM in Q3 2017 and held it in 1 quarter. The position peaked at $15K in Q3 2017. 29 funds tracked by Wall St. Rank hold ROM as of Q4 2017.

  • Mosaic Family Wealth reported no remaining ProShares Ultra Technology position as of Q4 2017 after selling out during the quarter.
  • Mosaic Family Wealth sold 1,600 ProShares Ultra Technology shares in Q4 2017, an estimated $15K.
  • Mosaic Family Wealth first reported a position in ProShares Ultra Technology in Q3 2017 and held it in 1 quarter.
  • Mosaic Family Wealth's ProShares Ultra Technology position peaked at $15K in Q3 2017.
  • 29 funds tracked by Wall St. Rank held ProShares Ultra Technology as of Q4 2017.

Based on Mosaic Family Wealth's 13F filing for Q4 2017, filed 13 Feb 2018.