UCFA
ALTS

United Capital Financial Advisors’s ProShares Morningstar Alternatives Solution ETF ALTS Stock Holding History

United Capital Financial Advisors’s Portfolio ALTS Stock Details ALTS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-16,090
Closed -$621K – 1322
2016
Q4 		$621K Hold
16,090
– – 0.01% 878
2016
Q3 		$621K Buy
+16,090
New +$616K 0.01% 899

Other funds holding ALTS

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
IAA
Independent Advisor Alliance Charlotte, North Carolina $9.32B AUM 33.19% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

United Capital Financial Advisors's ALTS Position: Q1 2017 in Review

United Capital Financial Advisors sold out of ProShares Morningstar Alternatives Solution ETF (ALTS) in Q1 2017, closing a stake of 16,090 shares — an estimated $621K sold.

United Capital Financial Advisors first reported a position in ALTS in Q3 2016 and held it in 2 quarters. The position peaked at $621K in Q4 2016. 13 funds tracked by Wall St. Rank hold ALTS as of Q1 2017.

  • United Capital Financial Advisors reported no remaining ProShares Morningstar Alternatives Solution ETF position as of Q1 2017 after selling out during the quarter.
  • United Capital Financial Advisors sold 16,090 ProShares Morningstar Alternatives Solution ETF shares in Q1 2017, an estimated $621K.
  • United Capital Financial Advisors first reported a position in ProShares Morningstar Alternatives Solution ETF in Q3 2016 and held it in 2 quarters.
  • United Capital Financial Advisors's ProShares Morningstar Alternatives Solution ETF position peaked at $621K in Q4 2016.
  • 13 funds tracked by Wall St. Rank held ProShares Morningstar Alternatives Solution ETF as of Q1 2017.

Based on United Capital Financial Advisors's 13F filing for Q1 2017, filed 12 May 2017.