United Capital Financial Advisors’s ProShares Ultra Industrials UXI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell	-61,116	Closed	-$671K	–	1328
2016 Q3	$671K	Hold	61,116	–	–	0.01%	881
2016 Q2	$204K	Hold	61,116	–	–	﹤0.01%	1165
2016 Q1	$583K	Hold	61,116	–	–	0.01%	833
2015 Q4	$544K	Buy	+61,116	New	+$554K	0.01%	863
2015 Q1	–	Sell	-90,912	Closed	-$892K	–	1279
2014 Q4	$892K	Sell	90,912 -28,404	-24%	-$260K	0.01%	680
2014 Q3	$1.04M	Buy	+119,316	New	+$1.07M	0.02%	596

Other funds holding UXI

Goldman Sachs New York $871B AUM 31.28% 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

LTFS

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Cutler Group San Francisco, California $307M AUM 45.11% 1-Year Est. Return

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

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

United Capital Financial Advisors sold out of ProShares Ultra Industrials (UXI) in Q4 2016, closing a stake of 61,116 shares — an estimated $671K sold.

United Capital Financial Advisors first reported a position in UXI in Q3 2014 and held it in 6 quarters. The position peaked at $1.04M in Q3 2014. 9 funds tracked by Wall St. Rank hold UXI as of Q4 2016.

United Capital Financial Advisors reported no remaining ProShares Ultra Industrials position as of Q4 2016 after selling out during the quarter.
United Capital Financial Advisors sold 61,116 ProShares Ultra Industrials shares in Q4 2016, an estimated $671K.
United Capital Financial Advisors first reported a position in ProShares Ultra Industrials in Q3 2014 and held it in 6 quarters.
United Capital Financial Advisors's ProShares Ultra Industrials position peaked at $1.04M in Q3 2014.
9 funds tracked by Wall St. Rank held ProShares Ultra Industrials as of Q4 2016.

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