United Capital Financial Advisors’s iPath US Treasury 10-year Bear ETN DTYS Stock Holding History

United Capital Financial Advisors’s Portfolio DTYS Stock Details DTYS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q3	–	Sell	-27,327	Closed	-$301K	–	1344
2016 Q2	$301K	Sell	27,327 -6,748	-20%	-$94K	﹤0.01%	1034
2016 Q1	$484K	Sell	34,075 -1,914	-5%	-$30.4K	0.01%	888
2015 Q4	$729K	Buy	35,989 +16,539	+85%	+$319K	0.01%	776
2015 Q3	$342K	Buy	+19,450	New	+$390K	﹤0.01%	1022

Other funds holding DTYS

1IA

1834 Investment Advisors Milwaukee, Wisconsin $883M AUM 23.82% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

MFS

MSI Financial Services Springfield, Massachusetts $3.07B AUM 12.48% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 27.61% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

United Capital Financial Advisors's DTYS Position: Q3 2016 in Review

United Capital Financial Advisors sold out of iPath US Treasury 10-year Bear ETN (DTYS) in Q3 2016, closing a stake of 27,327 shares — an estimated $301K sold.

United Capital Financial Advisors first reported a position in DTYS in Q3 2015 and held it in 4 quarters. The position peaked at $729K in Q4 2015. 11 funds tracked by Wall St. Rank hold DTYS as of Q3 2016.

United Capital Financial Advisors reported no remaining iPath US Treasury 10-year Bear ETN position as of Q3 2016 after selling out during the quarter.
United Capital Financial Advisors sold 27,327 iPath US Treasury 10-year Bear ETN shares in Q3 2016, an estimated $301K.
United Capital Financial Advisors first reported a position in iPath US Treasury 10-year Bear ETN in Q3 2015 and held it in 4 quarters.
United Capital Financial Advisors's iPath US Treasury 10-year Bear ETN position peaked at $729K in Q4 2015.
11 funds tracked by Wall St. Rank held iPath US Treasury 10-year Bear ETN as of Q3 2016.

Based on United Capital Financial Advisors's 13F filing for Q3 2016, filed 14 Nov 2016.