Northwestern Mutual Wealth Management
MVV icon

Northwestern Mutual Wealth Management’s ProShares Ultra MidCap400 MVV Stock Holding History

Northwestern Mutual 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
-172
Closed -$7K – 2612
2019
Q2 		$7K Buy
+172
New +$6.85K ﹤0.01% 2049
2017
Q4 		– Sell
-840
Closed -$31K – 2399
2017
Q3 		$31K Buy
+840
New +$29.1K ﹤0.01% 1300
2014
Q1 		– Sell
-2,226
Closed -$47K – 1392
2013
Q4 		$47K Buy
+2,226
New +$43.6K ﹤0.01% 612

Other funds holding MVV

FI
FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return
CC
Cedar Capital Barrington, Illinois $54.9M AUM 33.3% 1-Year Est. Return
IFWM
Institute for Wealth Management Denver, Colorado $1.13B AUM 39.73% 1-Year Est. Return
SBL
Sargent Bickham Lagudis Boulder, Colorado $1.22B AUM 14.94% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
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 $424B AUM 22.94% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

Northwestern Mutual Wealth Management's MVV Position: Q3 2019 in Review

Northwestern Mutual Wealth Management sold out of ProShares Ultra MidCap400 (MVV) in Q3 2019, closing a stake of 172 shares — an estimated $7K sold.

Northwestern Mutual Wealth Management first reported a position in MVV in Q4 2013 and held it in 3 quarters. The position peaked at $47K in Q4 2013. 34 funds tracked by Wall St. Rank hold MVV as of Q3 2019.

  • Northwestern Mutual Wealth Management reported no remaining ProShares Ultra MidCap400 position as of Q3 2019 after selling out during the quarter.
  • Northwestern Mutual Wealth Management sold 172 ProShares Ultra MidCap400 shares in Q3 2019, an estimated $7K.
  • Northwestern Mutual Wealth Management first reported a position in ProShares Ultra MidCap400 in Q4 2013 and held it in 3 quarters.
  • Northwestern Mutual Wealth Management's ProShares Ultra MidCap400 position peaked at $47K in Q4 2013.
  • 34 funds tracked by Wall St. Rank held ProShares Ultra MidCap400 as of Q3 2019.

Based on Northwestern Mutual Wealth Management's 13F filing for Q3 2019, filed 12 Nov 2019.