UCFA
AGIG

United Capital Financial Advisors’s Abundia Global Impact Group AGIG Stock Holding History

United Capital Financial Advisors’s Portfolio AGIG Stock Details AGIG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-80
Closed -$3K – 1167
2014
Q3 		$3K Buy
+80
New +$3.13K ﹤0.01% 1096

Other funds holding AGIG

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Geode Capital Management
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Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
CI
Cowen Inc New York $1.39B AUM 60.14% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
PP
Paloma Partners Greenwich, Connecticut $510M AUM 286.05% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
VKH
Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

United Capital Financial Advisors's AGIG Position: Q4 2014 in Review

United Capital Financial Advisors sold out of Abundia Global Impact Group (AGIG) in Q4 2014, closing a stake of 80 shares — an estimated $3K sold.

United Capital Financial Advisors first reported a position in AGIG in Q3 2014 and held it in 1 quarter. The position peaked at $3K in Q3 2014. 20 funds tracked by Wall St. Rank hold AGIG as of Q4 2014.

  • United Capital Financial Advisors reported no remaining Abundia Global Impact Group position as of Q4 2014 after selling out during the quarter.
  • United Capital Financial Advisors sold 80 Abundia Global Impact Group shares in Q4 2014, an estimated $3K.
  • United Capital Financial Advisors first reported a position in Abundia Global Impact Group in Q3 2014 and held it in 1 quarter.
  • United Capital Financial Advisors's Abundia Global Impact Group position peaked at $3K in Q3 2014.
  • 20 funds tracked by Wall St. Rank held Abundia Global Impact Group as of Q4 2014.

Based on United Capital Financial Advisors's 13F filing for Q4 2014, filed 13 Feb 2015.