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United Capital Financial Advisors’s ProShares Ultra Utilities UPW Stock Holding History

United Capital Financial Advisors’s Portfolio UPW Stock Details UPW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-68,496
Closed -$680K – 1327
2016
Q3 		$680K Hold
68,496
– – 0.01% 879
2016
Q2 		$257K Hold
68,496
– – ﹤0.01% 1089
2016
Q1 		$684K Hold
68,496
– – 0.01% 793
2015
Q4 		$525K Buy
+68,496
New +$515K 0.01% 870

Other funds holding UPW

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
VEA
Virtus ETF Advisers New York $215M AUM 53.68% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
VKH
Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

United Capital Financial Advisors sold out of ProShares Ultra Utilities (UPW) in Q4 2016, closing a stake of 68,496 shares — an estimated $680K sold.

United Capital Financial Advisors first reported a position in UPW in Q4 2015 and held it in 4 quarters. The position peaked at $684K in Q1 2016. 10 funds tracked by Wall St. Rank hold UPW as of Q4 2016.

  • United Capital Financial Advisors reported no remaining ProShares Ultra Utilities position as of Q4 2016 after selling out during the quarter.
  • United Capital Financial Advisors sold 68,496 ProShares Ultra Utilities shares in Q4 2016, an estimated $680K.
  • United Capital Financial Advisors first reported a position in ProShares Ultra Utilities in Q4 2015 and held it in 4 quarters.
  • United Capital Financial Advisors's ProShares Ultra Utilities position peaked at $684K in Q1 2016.
  • 10 funds tracked by Wall St. Rank held ProShares Ultra Utilities as of Q4 2016.

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