United Capital Financial Advisors’s ProShares Ultra Health Care RXL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell	-48,464	Closed	-$797K	–	1312
2016 Q3	$797K	Hold	48,464	–	–	0.01%	832
2016 Q2	$775K	Hold	48,464	–	–	0.01%	804
2016 Q1	$693K	Hold	48,464	–	–	0.01%	792
2015 Q4	$799K	Buy	+48,464	New	+$776K	0.01%	750
2014 Q4	–	Sell	-22,552	Closed	-$304K	–	1185
2014 Q3	$304K	Buy	+22,552	New	+$291K	0.01%	932

Other funds holding RXL

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return

VKH

Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

BRC

Bell Rock Capital Rehoboth Beach, Delaware $81M AUM 9.85% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

United Capital Financial Advisors sold out of ProShares Ultra Health Care (RXL) in Q4 2016, closing a stake of 48,464 shares — an estimated $797K sold.

United Capital Financial Advisors first reported a position in RXL in Q3 2014 and held it in 5 quarters. The position peaked at $799K in Q4 2015. 18 funds tracked by Wall St. Rank hold RXL as of Q4 2016.

United Capital Financial Advisors reported no remaining ProShares Ultra Health Care position as of Q4 2016 after selling out during the quarter.
United Capital Financial Advisors sold 48,464 ProShares Ultra Health Care shares in Q4 2016, an estimated $797K.
United Capital Financial Advisors first reported a position in ProShares Ultra Health Care in Q3 2014 and held it in 5 quarters.
United Capital Financial Advisors's ProShares Ultra Health Care position peaked at $799K in Q4 2015.
18 funds tracked by Wall St. Rank held ProShares Ultra Health Care as of Q4 2016.

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