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United Capital Financial Advisors’s ProShares Ultra Energy DIG Stock Holding History

United Capital Financial Advisors’s Portfolio DIG Stock Details DIG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-6,718
Closed -$323K – 1263
2016
Q3 		$323K Sell
6,718
-120
-2% -$5.51K ﹤0.01% 1054
2016
Q2 		$316K Hold
6,838
– – ﹤0.01% 1021
2016
Q1 		$264K Sell
6,838
-200
-3% -$6.83K ﹤0.01% 1035
2015
Q4 		$263K Buy
+7,038
New +$316K ﹤0.01% 1049
2015
Q1 		– Sell
-10,098
Closed -$682K – 1242
2014
Q4 		$682K Hold
10,098
– – 0.01% 730
2014
Q3 		$919K Buy
+10,098
New +$1.04M 0.02% 625
2013
Q3 		– Sell
-3,160
Closed -$214K – 689
2013
Q2 		$214K Buy
+3,160
New +$219K 0.01% 645

Other funds holding DIG

RIA
RPG Investment Advisory Pleasanton, California $973M AUM 39.93% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
ACM
Avalon Capital Management Port Of Redwood City, California $423M AUM 54.12% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
TH
Timber Hill Greenwich, Connecticut $15.4M AUM 30.7% 1-Year Est. Return
VEA
Virtus ETF Advisers New York $215M AUM 53.68% 1-Year Est. Return
FIM
Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return

United Capital Financial Advisors's DIG Position: Q4 2016 in Review

United Capital Financial Advisors sold out of ProShares Ultra Energy (DIG) in Q4 2016, closing a stake of 6,718 shares — an estimated $323K sold.

United Capital Financial Advisors first reported a position in DIG in Q2 2013 and held it in 7 quarters. The position peaked at $919K in Q3 2014. 32 funds tracked by Wall St. Rank hold DIG as of Q4 2016.

  • United Capital Financial Advisors reported no remaining ProShares Ultra Energy position as of Q4 2016 after selling out during the quarter.
  • United Capital Financial Advisors sold 6,718 ProShares Ultra Energy shares in Q4 2016, an estimated $323K.
  • United Capital Financial Advisors first reported a position in ProShares Ultra Energy in Q2 2013 and held it in 7 quarters.
  • United Capital Financial Advisors's ProShares Ultra Energy position peaked at $919K in Q3 2014.
  • 32 funds tracked by Wall St. Rank held ProShares Ultra Energy as of Q4 2016.

Based on United Capital Financial Advisors's 13F filing for Q4 2016, filed 15 Feb 2017.