UCFA
DOG

United Capital Financial Advisors’s ProShares Short Dow30 DOG Stock Holding History

United Capital Financial Advisors’s Portfolio DOG Stock Details DOG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-5,184
Closed -$248K – 1172
2020
Q2 		$248K Buy
+5,184
New +$265K ﹤0.01% 1039

Other funds holding DOG

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
WP
WealthShield Partners Cary, North Carolina $898M AUM 19.35% 1-Year Est. Return
TC
Telemus Capital Southfield, Michigan $1.21B AUM 23.28% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

United Capital Financial Advisors's DOG Position: Q3 2020 in Review

United Capital Financial Advisors sold out of ProShares Short Dow30 (DOG) in Q3 2020, closing a stake of 5,184 shares — an estimated $248K sold.

United Capital Financial Advisors first reported a position in DOG in Q2 2020 and held it in 1 quarter. The position peaked at $248K in Q2 2020. 57 funds tracked by Wall St. Rank hold DOG as of Q3 2020.

  • United Capital Financial Advisors reported no remaining ProShares Short Dow30 position as of Q3 2020 after selling out during the quarter.
  • United Capital Financial Advisors sold 5,184 ProShares Short Dow30 shares in Q3 2020, an estimated $248K.
  • United Capital Financial Advisors first reported a position in ProShares Short Dow30 in Q2 2020 and held it in 1 quarter.
  • United Capital Financial Advisors's ProShares Short Dow30 position peaked at $248K in Q2 2020.
  • 57 funds tracked by Wall St. Rank held ProShares Short Dow30 as of Q3 2020.

Based on United Capital Financial Advisors's 13F filing for Q3 2020, filed 13 Nov 2020.