United Capital Financial Advisors’s ProShares Short 20+ Year Treasury ETF TBF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell	-9,669	Closed	-$203K	–	1321
2016 Q3	$203K	Sell	9,669 -15,664	-62%	-$328K	﹤0.01%	1185
2016 Q2	$532K	Sell	25,333 -15,380	-38%	-$343K	0.01%	897
2016 Q1	$922K	Buy	+40,713	New	+$944K	0.01%	716

Other funds holding TBF

SMM

Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

ACM

Aviance Capital Management Sarasota, Florida $668M AUM 6.48% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

United Capital Financial Advisors sold out of ProShares Short 20+ Year Treasury ETF (TBF) in Q4 2016, closing a stake of 9,669 shares — an estimated $203K sold.

United Capital Financial Advisors first reported a position in TBF in Q1 2016 and held it in 3 quarters. The position peaked at $922K in Q1 2016. 84 funds tracked by Wall St. Rank hold TBF as of Q4 2016.

United Capital Financial Advisors reported no remaining ProShares Short 20+ Year Treasury ETF position as of Q4 2016 after selling out during the quarter.
United Capital Financial Advisors sold 9,669 ProShares Short 20+ Year Treasury ETF shares in Q4 2016, an estimated $203K.
United Capital Financial Advisors first reported a position in ProShares Short 20+ Year Treasury ETF in Q1 2016 and held it in 3 quarters.
United Capital Financial Advisors's ProShares Short 20+ Year Treasury ETF position peaked at $922K in Q1 2016.
84 funds tracked by Wall St. Rank held ProShares Short 20+ Year Treasury ETF as of Q4 2016.

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