United Capital Financial Advisors’s ProShares Ultra Financials UYG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell	-23,868	Closed	-$578K	–	1329
2016 Q3	$578K	Hold	23,868	–	–	0.01%	918
2016 Q2	$525K	Hold	23,868	–	–	0.01%	900
2016 Q1	$512K	Hold	23,868	–	–	0.01%	875
2015 Q4	$565K	Buy	+23,868	New	+$573K	0.01%	858
2015 Q1	–	Sell	-43,026	Closed	-$1.07M	–	1280
2014 Q4	$1.07M	Sell	43,026 -10,290	-19%	-$238K	0.02%	633
2014 Q3	$1.15M	Buy	+53,316	New	+$1.14M	0.02%	574

Other funds holding UYG

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

KCM

Karp Capital Management Sausalito, California $489M AUM 12.58% 1-Year Est. Return

BRC

Bell Rock Capital Rehoboth Beach, Delaware $81M AUM 9.85% 1-Year Est. Return

TFA

Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return

EWA

Exencial Wealth Advisors Oklahoma City, Oklahoma $3.22B AUM 20.17% 1-Year Est. Return

TNAM

Terra Nova Asset Management New York $135M AUM 37.09% 1-Year Est. Return

SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

WAM

Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LTFS

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

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

United Capital Financial Advisors sold out of ProShares Ultra Financials (UYG) in Q4 2016, closing a stake of 23,868 shares — an estimated $578K sold.

United Capital Financial Advisors first reported a position in UYG in Q3 2014 and held it in 6 quarters. The position peaked at $1.15M in Q3 2014. 61 funds tracked by Wall St. Rank hold UYG as of Q4 2016.

United Capital Financial Advisors reported no remaining ProShares Ultra Financials position as of Q4 2016 after selling out during the quarter.
United Capital Financial Advisors sold 23,868 ProShares Ultra Financials shares in Q4 2016, an estimated $578K.
United Capital Financial Advisors first reported a position in ProShares Ultra Financials in Q3 2014 and held it in 6 quarters.
United Capital Financial Advisors's ProShares Ultra Financials position peaked at $1.15M in Q3 2014.
61 funds tracked by Wall St. Rank held ProShares Ultra Financials as of Q4 2016.

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