UCFA
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United Capital Financial Advisors’s ProShares Short S&P500 SH Stock Holding History

United Capital Financial Advisors’s Portfolio SH Stock Details SH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-3,480
Closed -$311K – 1224
2020
Q2 		$311K Buy
+3,480
New +$334K ﹤0.01% 992

Other funds holding SH

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TC
Telemus Capital Southfield, Michigan $1.21B AUM 23.28% 1-Year Est. Return
NEIRG
New England Investment & Retirement Group North Andover, Massachusetts $434M AUM 25.45% 1-Year Est. Return
BCMO
Buckingham Capital Management (Ohio) Dayton, Ohio $872M AUM 18.49% 1-Year Est. Return
HWA
HCR Wealth Advisors Los Angeles, California $1.12B AUM 33.13% 1-Year Est. Return
MCP
Mirador Capital Partners Pleasanton, California $817M AUM 42.46% 1-Year Est. Return

United Capital Financial Advisors's SH Position: Q3 2020 in Review

United Capital Financial Advisors sold out of ProShares Short S&P500 (SH) in Q3 2020, closing a stake of 3,480 shares — an estimated $311K sold.

United Capital Financial Advisors first reported a position in SH in Q2 2020 and held it in 1 quarter. The position peaked at $311K in Q2 2020. 205 funds tracked by Wall St. Rank hold SH as of Q3 2020.

  • United Capital Financial Advisors reported no remaining ProShares Short S&P500 position as of Q3 2020 after selling out during the quarter.
  • United Capital Financial Advisors sold 3,480 ProShares Short S&P500 shares in Q3 2020, an estimated $311K.
  • United Capital Financial Advisors first reported a position in ProShares Short S&P500 in Q2 2020 and held it in 1 quarter.
  • United Capital Financial Advisors's ProShares Short S&P500 position peaked at $311K in Q2 2020.
  • 205 funds tracked by Wall St. Rank held ProShares Short S&P500 as of Q3 2020.

Based on United Capital Financial Advisors's 13F filing for Q3 2020, filed 13 Nov 2020.