RCAG
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Rehmann Capital Advisory Group’s ProShares Ultra MidCap400 MVV Stock Holding History

Rehmann Capital Advisory Group’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
2018
Q4 		– Sell
-90
Closed -$4.1K – 2026
2018
Q3 		$4.1K Buy
+90
New +$4.07K ﹤0.01% 1604
2014
Q4 		– Sell
-10,176
Closed -$223K – 348
2014
Q3 		$223K Buy
+10,176
New +$236K 0.05% 286

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
IFWM
Institute for Wealth Management Denver, Colorado $938M AUM 29.36% 1-Year Est. Return
SBL
Sargent Bickham Lagudis Boulder, Colorado $1.22B AUM 14.94% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
HIS
Harvest Investment Services Oakbrook Terrace, Illinois $547M AUM 64.58% 1-Year Est. Return
VAM
Visionary Asset Management Houston, Texas $252M AUM 3.81% 1-Year Est. Return
OAM
Oppenheimer Asset Management New York $8.76B AUM 23.12% 1-Year Est. Return

Rehmann Capital Advisory Group's MVV Position: Q4 2018 in Review

Rehmann Capital Advisory Group sold out of ProShares Ultra MidCap400 (MVV) in Q4 2018, closing a stake of 90 shares — an estimated $4.1K sold.

Rehmann Capital Advisory Group first reported a position in MVV in Q3 2014 and held it in 2 quarters. The position peaked at $223K in Q3 2014. 24 funds tracked by Wall St. Rank hold MVV as of Q4 2018.

  • Rehmann Capital Advisory Group reported no remaining ProShares Ultra MidCap400 position as of Q4 2018 after selling out during the quarter.
  • Rehmann Capital Advisory Group sold 90 ProShares Ultra MidCap400 shares in Q4 2018, an estimated $4.1K.
  • Rehmann Capital Advisory Group first reported a position in ProShares Ultra MidCap400 in Q3 2014 and held it in 2 quarters.
  • Rehmann Capital Advisory Group's ProShares Ultra MidCap400 position peaked at $223K in Q3 2014.
  • 24 funds tracked by Wall St. Rank held ProShares Ultra MidCap400 as of Q4 2018.

Based on Rehmann Capital Advisory Group's 13F filing for Q4 2018, filed 12 Feb 2019.