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United Capital Financial Advisors’s ProShares UltraShort Consumer Discretionary SCC Stock Holding History

United Capital Financial Advisors’s Portfolio SCC Stock Details SCC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-787
Closed -$321K – 1272
2014
Q4 		$321K Hold
787
– – ﹤0.01% 944
2014
Q3 		$410K Buy
+787
New +$414K 0.01% 847

Other funds holding SCC

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

United Capital Financial Advisors's SCC Position: Q1 2015 in Review

United Capital Financial Advisors sold out of ProShares UltraShort Consumer Discretionary (SCC) in Q1 2015, closing a stake of 787 shares — an estimated $321K sold.

United Capital Financial Advisors first reported a position in SCC in Q3 2014 and held it in 2 quarters. The position peaked at $410K in Q3 2014. 5 funds tracked by Wall St. Rank hold SCC as of Q1 2015.

  • United Capital Financial Advisors reported no remaining ProShares UltraShort Consumer Discretionary position as of Q1 2015 after selling out during the quarter.
  • United Capital Financial Advisors sold 787 ProShares UltraShort Consumer Discretionary shares in Q1 2015, an estimated $321K.
  • United Capital Financial Advisors first reported a position in ProShares UltraShort Consumer Discretionary in Q3 2014 and held it in 2 quarters.
  • United Capital Financial Advisors's ProShares UltraShort Consumer Discretionary position peaked at $410K in Q3 2014.
  • 5 funds tracked by Wall St. Rank held ProShares UltraShort Consumer Discretionary as of Q1 2015.

Based on United Capital Financial Advisors's 13F filing for Q1 2015, filed 14 May 2015.