United Capital Financial Advisors’s American Capital Ltd ACAS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | – | Sell |
-16,072
| Closed | -$235K | – | 1308 |
|
|
2014
Q4 | $235K | Sell |
16,072
-13,864
| -46% | -$203K | ﹤0.01% | 1041 |
|
|
2014
Q3 | $424K | Sell |
29,936
-16,398
| -35% | -$232K | 0.01% | 833 |
|
|
2014
Q2 | $708K | Hold |
46,334
| – | – | 0.01% | 626 |
|
|
2014
Q1 | $732K | Buy |
46,334
+3,507
| +8% | +$55.4K | 0.02% | 553 |
|
|
2013
Q4 | $670K | Sell |
42,827
-20,623
| -33% | -$323K | 0.02% | 394 |
|
|
2013
Q3 | $872K | Sell |
63,450
-5,459
| -8% | -$75K | 0.03% | 361 |
|
|
2013
Q2 | $873K | Buy |
+68,909
| New | +$873K | 0.02% | 424 |
|