United Capital Financial Advisors’s ProShares Ultra Consumer Discretionary UCC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell	-53,144	Closed	-$725K	–	1326
2016 Q3	$725K	Hold	53,144	–	–	0.01%	863
2016 Q2	$684K	Hold	53,144	–	–	0.01%	837
2016 Q1	$714K	Hold	53,144	–	–	0.01%	785
2015 Q4	$709K	Buy	+53,144	New	+$719K	0.01%	784
2014 Q4	–	Sell	-28,040	Closed	-$282K	–	1191
2014 Q3	$282K	Buy	+28,040	New	+$284K	﹤0.01%	949

Other funds holding UCC

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

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

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

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

GWM

Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return

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

RPG

Risk Paradigm Group Austin, Texas $117M AUM

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

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

United Capital Financial Advisors sold out of ProShares Ultra Consumer Discretionary (UCC) in Q4 2016, closing a stake of 53,144 shares — an estimated $725K sold.

United Capital Financial Advisors first reported a position in UCC in Q3 2014 and held it in 5 quarters. The position peaked at $725K in Q3 2016. 10 funds tracked by Wall St. Rank hold UCC as of Q4 2016.

United Capital Financial Advisors reported no remaining ProShares Ultra Consumer Discretionary position as of Q4 2016 after selling out during the quarter.
United Capital Financial Advisors sold 53,144 ProShares Ultra Consumer Discretionary shares in Q4 2016, an estimated $725K.
United Capital Financial Advisors first reported a position in ProShares Ultra Consumer Discretionary in Q3 2014 and held it in 5 quarters.
United Capital Financial Advisors's ProShares Ultra Consumer Discretionary position peaked at $725K in Q3 2016.
10 funds tracked by Wall St. Rank held ProShares Ultra Consumer Discretionary as of Q4 2016.

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