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United Capital Financial Advisors’s iShares Asia 50 ETF AIA Stock Holding History

United Capital Financial Advisors’s Portfolio AIA Stock Details AIA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		– Sell
-17,484
Closed -$879K – 1240
2015
Q2 		$879K Buy
17,484
+2,438
+16% +$128K 0.01% 754
2015
Q1 		$808K Buy
15,046
+7,816
+108% +$381K 0.01% 772
2014
Q4 		$340K Buy
+7,230
New +$340K 0.01% 934

Other funds holding AIA

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
TYCC
Texas Yale Capital Corp St. Petersburg, Florida $3.52B AUM 52.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

United Capital Financial Advisors's AIA Position: Q3 2015 in Review

United Capital Financial Advisors sold out of iShares Asia 50 ETF (AIA) in Q3 2015, closing a stake of 17,484 shares — an estimated $879K sold.

United Capital Financial Advisors first reported a position in AIA in Q4 2014 and held it in 3 quarters. The position peaked at $879K in Q2 2015. 31 funds tracked by Wall St. Rank hold AIA as of Q3 2015.

  • United Capital Financial Advisors reported no remaining iShares Asia 50 ETF position as of Q3 2015 after selling out during the quarter.
  • United Capital Financial Advisors sold 17,484 iShares Asia 50 ETF shares in Q3 2015, an estimated $879K.
  • United Capital Financial Advisors first reported a position in iShares Asia 50 ETF in Q4 2014 and held it in 3 quarters.
  • United Capital Financial Advisors's iShares Asia 50 ETF position peaked at $879K in Q2 2015.
  • 31 funds tracked by Wall St. Rank held iShares Asia 50 ETF as of Q3 2015.

Based on United Capital Financial Advisors's 13F filing for Q3 2015, filed 13 Nov 2015.