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Simplicity Solutions’s ProShares Ultra MidCap400 MVV Stock Holding History

Simplicity Solutions’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
2017
Q1 		– Sell
-6,510
Closed -$205K – 406
2016
Q4 		$205K Buy
+6,510
New +$188K 0.05% 321
2016
Q2 		– Sell
-9,795
Closed -$234K – 223
2016
Q1 		$234K Buy
+9,795
New +$202K 0.14% 182
2015
Q3 		– Sell
-8,661
Closed -$228K – 143
2015
Q2 		$228K Buy
+8,661
New +$235K 0.22% 120
2015
Q1 		– Sell
-9,561
Closed -$235K – 93
2014
Q4 		$235K Buy
+9,561
New +$220K 0.28% 72

Other funds holding MVV

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CC
Cedar Capital Barrington, Illinois $54.9M AUM 33.3% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SBL
Sargent Bickham Lagudis Boulder, Colorado $1.22B AUM 14.94% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
CWM
Concert Wealth Management San Jose, California $24.7M AUM 14.91% 1-Year Est. Return
VAM
Visionary Asset Management Houston, Texas $252M AUM 3.81% 1-Year Est. Return
TH
Timber Hill Greenwich, Connecticut $15.4M AUM 30.7% 1-Year Est. Return
WCM
Weatherstone Capital Management Denver, Colorado $94.5M AUM 8.25% 1-Year Est. Return

Simplicity Solutions's MVV Position: Q1 2017 in Review

Simplicity Solutions sold out of ProShares Ultra MidCap400 (MVV) in Q1 2017, closing a stake of 6,510 shares — an estimated $205K sold.

Simplicity Solutions first reported a position in MVV in Q4 2014 and held it in 4 quarters. The position peaked at $235K in Q4 2014. 36 funds tracked by Wall St. Rank hold MVV as of Q1 2017.

  • Simplicity Solutions reported no remaining ProShares Ultra MidCap400 position as of Q1 2017 after selling out during the quarter.
  • Simplicity Solutions sold 6,510 ProShares Ultra MidCap400 shares in Q1 2017, an estimated $205K.
  • Simplicity Solutions first reported a position in ProShares Ultra MidCap400 in Q4 2014 and held it in 4 quarters.
  • Simplicity Solutions's ProShares Ultra MidCap400 position peaked at $235K in Q4 2014.
  • 36 funds tracked by Wall St. Rank held ProShares Ultra MidCap400 as of Q1 2017.

Based on Simplicity Solutions's 13F filing for Q1 2017, filed 8 May 2017.