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United Capital Financial Advisors’s ProShares Ultra Consumer Staples UGE Stock Holding History

United Capital Financial Advisors’s Portfolio UGE Stock Details UGE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-117,864
Closed -$971K – 1277
2014
Q4 		$971K Sell
117,864
-38,232
-24% -$295K 0.01% 658
2014
Q3 		$1.11M Buy
+156,096
New +$1.13M 0.02% 584

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AIG
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VKH
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Jane Street
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RPG
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UBS Group
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PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

United Capital Financial Advisors sold out of ProShares Ultra Consumer Staples (UGE) in Q1 2015, closing a stake of 117,864 shares — an estimated $971K sold.

United Capital Financial Advisors first reported a position in UGE in Q3 2014 and held it in 2 quarters. The position peaked at $1.11M in Q3 2014. 10 funds tracked by Wall St. Rank hold UGE as of Q1 2015.

  • United Capital Financial Advisors reported no remaining ProShares Ultra Consumer Staples position as of Q1 2015 after selling out during the quarter.
  • United Capital Financial Advisors sold 117,864 ProShares Ultra Consumer Staples shares in Q1 2015, an estimated $971K.
  • United Capital Financial Advisors first reported a position in ProShares Ultra Consumer Staples in Q3 2014 and held it in 2 quarters.
  • United Capital Financial Advisors's ProShares Ultra Consumer Staples position peaked at $1.11M in Q3 2014.
  • 10 funds tracked by Wall St. Rank held ProShares Ultra Consumer Staples as of Q1 2015.

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