UCFA
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United Capital Financial Advisors’s ProShares Ultra Technology ROM Stock Holding History

United Capital Financial Advisors’s Portfolio ROM Stock Details ROM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-149,344
Closed -$891K – 1311
2016
Q3 		$891K Hold
149,344
– – 0.01% 803
2016
Q2 		$700K Hold
149,344
– – 0.01% 834
2016
Q1 		$744K Hold
149,344
– – 0.01% 777
2015
Q4 		$735K Buy
+149,344
New +$742K 0.01% 774
2015
Q1 		– Sell
-215,168
Closed -$1.02M – 1269
2014
Q4 		$1.02M Sell
215,168
-66,528
-24% -$302K 0.02% 647
2014
Q3 		$1.25M Buy
+281,696
New +$1.23M 0.02% 550

Other funds holding ROM

CG
Cutler Group San Francisco, California $307M AUM 45.11% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
VKH
Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return
TH
Timber Hill Greenwich, Connecticut $15.4M AUM 30.7% 1-Year Est. Return
RPG
Risk Paradigm Group Austin, Texas $117M AUM

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

United Capital Financial Advisors sold out of ProShares Ultra Technology (ROM) in Q4 2016, closing a stake of 149,344 shares — an estimated $891K sold.

United Capital Financial Advisors first reported a position in ROM in Q3 2014 and held it in 6 quarters. The position peaked at $1.25M in Q3 2014. 21 funds tracked by Wall St. Rank hold ROM as of Q4 2016.

  • United Capital Financial Advisors reported no remaining ProShares Ultra Technology position as of Q4 2016 after selling out during the quarter.
  • United Capital Financial Advisors sold 149,344 ProShares Ultra Technology shares in Q4 2016, an estimated $891K.
  • United Capital Financial Advisors first reported a position in ProShares Ultra Technology in Q3 2014 and held it in 6 quarters.
  • United Capital Financial Advisors's ProShares Ultra Technology position peaked at $1.25M in Q3 2014.
  • 21 funds tracked by Wall St. Rank held ProShares Ultra Technology as of Q4 2016.

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