UCFA
ABV

United Capital Financial Advisors’s COMPANHIA BEBIDA ADS EACH REPSTG 1 PFD SH ABV Stock Holding History

United Capital Financial Advisors’s Portfolio ABV Stock Details ABV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-6,781
Closed -$260K – 804
2013
Q3 		$260K Sell
6,781
-22,853
-77% -$838K 0.01% 585
2013
Q2 		$1.11M Buy
+29,634
New +$1.17M 0.03% 390

Other funds holding ABV

II
INCA Investments Miami, Florida $353M AUM 34.81% 1-Year Est. Return
HGI
Hansberger Global Investors Ft Lauderdale, Florida $354M AUM 17.2% 1-Year Est. Return
HC
Highmount Capital New York $391M AUM 2.65% 1-Year Est. Return
SIA
SeaBridge Investment Advisors Summit, New Jersey $692M AUM 52.26% 1-Year Est. Return

United Capital Financial Advisors's ABV Position: Q4 2013 in Review

United Capital Financial Advisors sold out of COMPANHIA BEBIDA ADS EACH REPSTG 1 PFD SH (ABV) in Q4 2013, closing a stake of 6,781 shares — an estimated $260K sold.

United Capital Financial Advisors first reported a position in ABV in Q2 2013 and held it in 2 quarters. The position peaked at $1.11M in Q2 2013. 4 funds tracked by Wall St. Rank hold ABV as of Q4 2013.

  • United Capital Financial Advisors reported no remaining COMPANHIA BEBIDA ADS EACH REPSTG 1 PFD SH position as of Q4 2013 after selling out during the quarter.
  • United Capital Financial Advisors sold 6,781 COMPANHIA BEBIDA ADS EACH REPSTG 1 PFD SH shares in Q4 2013, an estimated $260K.
  • United Capital Financial Advisors first reported a position in COMPANHIA BEBIDA ADS EACH REPSTG 1 PFD SH in Q2 2013 and held it in 2 quarters.
  • United Capital Financial Advisors's COMPANHIA BEBIDA ADS EACH REPSTG 1 PFD SH position peaked at $1.11M in Q2 2013.
  • 4 funds tracked by Wall St. Rank held COMPANHIA BEBIDA ADS EACH REPSTG 1 PFD SH as of Q4 2013.

Based on United Capital Financial Advisors's 13F filing for Q4 2013, filed 13 Feb 2014.