Stifel Financial
MVV icon

Stifel Financial’s ProShares Ultra MidCap400 MVV Stock Holding History

Stifel Financial’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
2016
Q2 		– Sell
-18,963
Closed -$453K – 2546
2016
Q1 		$453K Buy
+18,963
New +$391K ﹤0.01% 1633
2015
Q3 		– Sell
-9,639
Closed -$248K – 2323
2015
Q2 		$248K Buy
+9,639
New +$261K ﹤0.01% 2058
2014
Q4 		– Sell
-33,093
Closed -$724K – 2400
2014
Q3 		$724K Buy
33,093
+9,534
+40% +$221K 0.01% 1317
2014
Q2 		$565K Buy
+23,559
New +$520K 0.01% 1416

Other funds holding MVV

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
VAM
Visionary Asset Management Houston, Texas $252M AUM 3.81% 1-Year Est. Return
CWM
Concert Wealth Management San Jose, California $24.7M AUM 14.91% 1-Year Est. Return
SBL
Sargent Bickham Lagudis Boulder, Colorado $1.22B AUM 14.94% 1-Year Est. Return
WCM
Weatherstone Capital Management Denver, Colorado $94.5M AUM 8.25% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Stifel Financial's MVV Position: Q2 2016 in Review

Stifel Financial sold out of ProShares Ultra MidCap400 (MVV) in Q2 2016, closing a stake of 18,963 shares — an estimated $453K sold.

Stifel Financial first reported a position in MVV in Q2 2014 and held it in 4 quarters. The position peaked at $724K in Q3 2014. 32 funds tracked by Wall St. Rank hold MVV as of Q2 2016.

  • Stifel Financial reported no remaining ProShares Ultra MidCap400 position as of Q2 2016 after selling out during the quarter.
  • Stifel Financial sold 18,963 ProShares Ultra MidCap400 shares in Q2 2016, an estimated $453K.
  • Stifel Financial first reported a position in ProShares Ultra MidCap400 in Q2 2014 and held it in 4 quarters.
  • Stifel Financial's ProShares Ultra MidCap400 position peaked at $724K in Q3 2014.
  • 32 funds tracked by Wall St. Rank held ProShares Ultra MidCap400 as of Q2 2016.

Based on Stifel Financial's 13F filing for Q2 2016, filed 17 Aug 2016.