United Capital Financial Advisors’s Altaba Inc AABA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2019
Q3
Sell
-4,202
Closed -$291K 1546
2019
Q2
$291K Sell
4,202
-58,469
-93% -$4.09M ﹤0.01% 1227
2019
Q1
$4.64M Sell
62,671
-4,988
-7% -$343K 0.03% 434
2018
Q4
$3.92M Sell
67,659
-10,921
-14% -$674K 0.03% 422
2018
Q3
$5.35M Sell
78,580
-858
-1% -$60.5K 0.04% 421
2018
Q2
$5.82M Sell
79,438
-1,729
-2% -$129K 0.04% 388
2018
Q1
$6.01M Buy
81,167
+60,420
+291% +$4.55M 0.05% 379
2017
Q4
$1.45M Sell
20,747
-1,798
-8% -$125K 0.01% 689
2017
Q3
$1.49M Sell
22,545
-10,360
-31% -$636K 0.01% 655
2017
Q2
$1.79M Buy
+32,905
New +$1.79M 0.02% 602

Other funds holding AABA

United Capital Financial Advisors's AABA Position: Q3 2019 in Review

United Capital Financial Advisors sold out of Altaba Inc (AABA) in Q3 2019, closing a stake of 4,202 shares — an estimated $291K sold.

United Capital Financial Advisors first reported a position in AABA in Q2 2017 and held it in 9 quarters. The position peaked at $6.01M in Q1 2018. 294 funds tracked by Wall St. Rank hold AABA as of Q3 2019.

  • United Capital Financial Advisors reported no remaining Altaba Inc position as of Q3 2019 after selling out during the quarter.
  • United Capital Financial Advisors sold 4,202 Altaba Inc shares in Q3 2019, an estimated $291K.
  • United Capital Financial Advisors first reported a position in Altaba Inc in Q2 2017 and held it in 9 quarters.
  • United Capital Financial Advisors's Altaba Inc position peaked at $6.01M in Q1 2018.
  • 294 funds tracked by Wall St. Rank held Altaba Inc as of Q3 2019.

Based on United Capital Financial Advisors's 13F filing for Q3 2019, filed 14 Nov 2019.