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United Capital Financial Advisors’s ProShares UltraShort S&P500 SDS Stock Holding History

United Capital Financial Advisors’s Portfolio SDS Stock Details SDS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		– Sell
-149
Closed -$312K – 1303
2015
Q1 		$312K Sell
149
-1
-0.7% -$2.17K ﹤0.01% 1055
2014
Q4 		$330K Buy
+150
New +$353K ﹤0.01% 936

Other funds holding SDS

PAM
PVG Asset Management Golden, Colorado $173M AUM 64.51% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
FI
FCM Investments Dallas, Texas $70.1M AUM 26.28% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
VF
Virtu Financial New York $3.18B AUM 65.92% 1-Year Est. Return
GECH
Garnet Equity Capital Holdings New York $530M AUM 69.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

United Capital Financial Advisors's SDS Position: Q2 2015 in Review

United Capital Financial Advisors sold out of ProShares UltraShort S&P500 (SDS) in Q2 2015, closing a stake of 149 shares — an estimated $312K sold.

United Capital Financial Advisors first reported a position in SDS in Q4 2014 and held it in 2 quarters. The position peaked at $330K in Q4 2014. 85 funds tracked by Wall St. Rank hold SDS as of Q2 2015.

  • United Capital Financial Advisors reported no remaining ProShares UltraShort S&P500 position as of Q2 2015 after selling out during the quarter.
  • United Capital Financial Advisors sold 149 ProShares UltraShort S&P500 shares in Q2 2015, an estimated $312K.
  • United Capital Financial Advisors first reported a position in ProShares UltraShort S&P500 in Q4 2014 and held it in 2 quarters.
  • United Capital Financial Advisors's ProShares UltraShort S&P500 position peaked at $330K in Q4 2014.
  • 85 funds tracked by Wall St. Rank held ProShares UltraShort S&P500 as of Q2 2015.

Based on United Capital Financial Advisors's 13F filing for Q2 2015, filed 11 Aug 2015.