United Capital Financial Advisors’s WisdomTree US AI Enhanced Value Fund AIVL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q4	–	Sell	-3,190	Closed	-$269K	–	1310
2017 Q3	$269K	Hold	3,190	–	–	﹤0.01%	1145
2017 Q2	$263K	Buy	3,190 +462	+17%	+$38K	﹤0.01%	1115
2017 Q1	$225K	Hold	2,728	–	–	﹤0.01%	1152
2016 Q4	$219K	Hold	2,728	–	–	﹤0.01%	1151
2016 Q3	$214K	Hold	2,728	–	–	﹤0.01%	1172
2016 Q2	$210K	Sell	2,728 -200	-7%	-$15K	﹤0.01%	1156
2016 Q1	$221K	Buy	+2,928	New	+$206K	﹤0.01%	1099

Other funds holding AIVL

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

GPW

GFS Private Wealth Clearwater, Florida $292M AUM

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

HCP

Holt Capital Partners Fort Worth, Texas $742M AUM 18.42% 1-Year Est. Return

JIP

Jaffetilchin Investment Partners Tampa, Florida $1.68B AUM 22.81% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

United Capital Financial Advisors's AIVL Position: Q4 2017 in Review

United Capital Financial Advisors sold out of WisdomTree US AI Enhanced Value Fund (AIVL) in Q4 2017, closing a stake of 3,190 shares — an estimated $269K sold.

United Capital Financial Advisors first reported a position in AIVL in Q1 2016 and held it in 7 quarters. The position peaked at $269K in Q3 2017. 138 funds tracked by Wall St. Rank hold AIVL as of Q4 2017.

United Capital Financial Advisors reported no remaining WisdomTree US AI Enhanced Value Fund position as of Q4 2017 after selling out during the quarter.
United Capital Financial Advisors sold 3,190 WisdomTree US AI Enhanced Value Fund shares in Q4 2017, an estimated $269K.
United Capital Financial Advisors first reported a position in WisdomTree US AI Enhanced Value Fund in Q1 2016 and held it in 7 quarters.
United Capital Financial Advisors's WisdomTree US AI Enhanced Value Fund position peaked at $269K in Q3 2017.
138 funds tracked by Wall St. Rank held WisdomTree US AI Enhanced Value Fund as of Q4 2017.

Based on United Capital Financial Advisors's 13F filing for Q4 2017, filed 13 Feb 2018.