CAM
UNTD

Capstone Asset Management’s UNITED ONLINE INC COM NEW UNTD Stock Holding History

Capstone Asset Management’s Portfolio UNTD Stock Details UNTD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-7,850
Closed -$438K – 2016
2013
Q3 		$438K Buy
7,850
+198
+3% +$11.1K 0.01% 1401
2013
Q2 		$406K Buy
+7,652
New +$357K 0.01% 1361

Other funds holding UNTD

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
KAM
Keeley Asset Management Chicago, Illinois $2.35B AUM 26.92% 1-Year Est. Return
BIM
Bogle Investment Management Newton Lower Falls, Massachusetts $63M AUM 51.97% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
NI
Numeric Investors Boston, Massachusetts $13.7B AUM 28.88% 1-Year Est. Return
TC
TFS Capital West Chester, Pennsylvania $255M AUM 32.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Capstone Asset Management's UNTD Position: Q4 2013 in Review

Capstone Asset Management sold out of UNITED ONLINE INC COM NEW (UNTD) in Q4 2013, closing a stake of 7,850 shares — an estimated $438K sold.

Capstone Asset Management first reported a position in UNTD in Q2 2013 and held it in 2 quarters. The position peaked at $438K in Q3 2013. 108 funds tracked by Wall St. Rank hold UNTD as of Q4 2013.

  • Capstone Asset Management reported no remaining UNITED ONLINE INC COM NEW position as of Q4 2013 after selling out during the quarter.
  • Capstone Asset Management sold 7,850 UNITED ONLINE INC COM NEW shares in Q4 2013, an estimated $438K.
  • Capstone Asset Management first reported a position in UNITED ONLINE INC COM NEW in Q2 2013 and held it in 2 quarters.
  • Capstone Asset Management's UNITED ONLINE INC COM NEW position peaked at $438K in Q3 2013.
  • 108 funds tracked by Wall St. Rank held UNITED ONLINE INC COM NEW as of Q4 2013.

Based on Capstone Asset Management's 13F filing for Q4 2013, filed 4 Feb 2014.