United Capital Financial Advisors’s iShares Agency Bond ETF AGZ Stock Holding History

United Capital Financial Advisors’s Portfolio AGZ Stock Details AGZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q2	–	Sell	-1,810	Closed	-$205K	–	1270
2017 Q1	$205K	Sell	1,810 -169	-9%	-$19.1K	﹤0.01%	1175
2016 Q4	$223K	Buy	1,979 +80	+4%	+$9.1K	﹤0.01%	1142
2016 Q3	$220K	Sell	1,899 -195	-9%	-$22.5K	﹤0.01%	1165
2016 Q2	$243K	Sell	2,094 -55	-3%	-$6.32K	﹤0.01%	1106
2016 Q1	$247K	Sell	2,149 -75	-3%	-$8.56K	﹤0.01%	1060
2015 Q4	$252K	Sell	2,224 -141	-6%	-$16K	﹤0.01%	1065
2015 Q3	$270K	Sell	2,365 -200	-8%	-$22.7K	﹤0.01%	1080
2015 Q2	$290K	Buy	+2,565	New	+$291K	﹤0.01%	1082

Other funds holding AGZ

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

MIS

Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return

WBI Investments Red Bank, New Jersey $362M AUM 23.75% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

United Capital Financial Advisors's AGZ Position: Q2 2017 in Review

United Capital Financial Advisors sold out of iShares Agency Bond ETF (AGZ) in Q2 2017, closing a stake of 1,810 shares — an estimated $205K sold.

United Capital Financial Advisors first reported a position in AGZ in Q2 2015 and held it in 8 quarters. The position peaked at $290K in Q2 2015. 82 funds tracked by Wall St. Rank hold AGZ as of Q2 2017.

United Capital Financial Advisors reported no remaining iShares Agency Bond ETF position as of Q2 2017 after selling out during the quarter.
United Capital Financial Advisors sold 1,810 iShares Agency Bond ETF shares in Q2 2017, an estimated $205K.
United Capital Financial Advisors first reported a position in iShares Agency Bond ETF in Q2 2015 and held it in 8 quarters.
United Capital Financial Advisors's iShares Agency Bond ETF position peaked at $290K in Q2 2015.
82 funds tracked by Wall St. Rank held iShares Agency Bond ETF as of Q2 2017.

Based on United Capital Financial Advisors's 13F filing for Q2 2017, filed 14 Aug 2017.