UCFA
ACAS

United Capital Financial Advisors’s American Capital Ltd ACAS Stock Holding History

United Capital Financial Advisors’s Portfolio ACAS Stock Details ACAS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-16,072
Closed -$235K – 1308
2014
Q4 		$235K Sell
16,072
-13,864
-46% -$202K ﹤0.01% 1041
2014
Q3 		$424K Sell
29,936
-16,398
-35% -$250K 0.01% 833
2014
Q2 		$708K Hold
46,334
– – 0.01% 626
2014
Q1 		$732K Buy
46,334
+3,507
+8% +$54.1K 0.02% 553
2013
Q4 		$670K Sell
42,827
-20,623
-33% -$299K 0.02% 394
2013
Q3 		$872K Sell
63,450
-5,459
-8% -$71.9K 0.03% 361
2013
Q2 		$873K Buy
+68,909
New +$950K 0.02% 424

Other funds holding ACAS

PRCM
Pine River Capital Management Minnetonka, Minnesota $32.9M AUM 4.47% 1-Year Est. Return
FTCM
Fir Tree Capital Management New York $21.8M AUM 1.62% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 39.77% 1-Year Est. Return
EC
EJF Capital Arlington, Virginia $142M AUM 23.3% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
LCM
Lakewood Capital Management New York $1.58B AUM 0.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
OC
Orange Capital Manhasset, New York $5.5M AUM 32.32% 1-Year Est. Return

United Capital Financial Advisors's ACAS Position: Q1 2015 in Review

United Capital Financial Advisors sold out of American Capital Ltd (ACAS) in Q1 2015, closing a stake of 16,072 shares — an estimated $235K sold.

United Capital Financial Advisors first reported a position in ACAS in Q2 2013 and held it in 7 quarters. The position peaked at $873K in Q2 2013. 204 funds tracked by Wall St. Rank hold ACAS as of Q1 2015.

  • United Capital Financial Advisors reported no remaining American Capital Ltd position as of Q1 2015 after selling out during the quarter.
  • United Capital Financial Advisors sold 16,072 American Capital Ltd shares in Q1 2015, an estimated $235K.
  • United Capital Financial Advisors first reported a position in American Capital Ltd in Q2 2013 and held it in 7 quarters.
  • United Capital Financial Advisors's American Capital Ltd position peaked at $873K in Q2 2013.
  • 204 funds tracked by Wall St. Rank held American Capital Ltd as of Q1 2015.

Based on United Capital Financial Advisors's 13F filing for Q1 2015, filed 14 May 2015.