UCFA
AKR icon

United Capital Financial Advisors’s Acadia Realty Trust AKR Stock Holding History

United Capital Financial Advisors’s Portfolio AKR Stock Details AKR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-6,411
Closed -$210K – 1240
2016
Q4 		$210K Buy
+6,411
New +$214K ﹤0.01% 1166
2016
Q1 		– Sell
-13,780
Closed -$457K – 1213
2015
Q4 		$457K Buy
+13,780
New +$450K 0.01% 909
2015
Q2 		– Sell
-9,897
Closed -$306K – 1253
2015
Q1 		$306K Buy
9,897
+1,719
+21% +$59.9K ﹤0.01% 1061
2014
Q4 		$262K Buy
+8,178
New +$253K ﹤0.01% 1012

Other funds holding AKR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
ACM
AEW Capital Management Boston, Massachusetts $1.38B AUM 4.64% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return

United Capital Financial Advisors's AKR Position: Q1 2017 in Review

United Capital Financial Advisors sold out of Acadia Realty Trust (AKR) in Q1 2017, closing a stake of 6,411 shares — an estimated $210K sold.

United Capital Financial Advisors first reported a position in AKR in Q4 2014 and held it in 4 quarters. The position peaked at $457K in Q4 2015. 186 funds tracked by Wall St. Rank hold AKR as of Q1 2017.

  • United Capital Financial Advisors reported no remaining Acadia Realty Trust position as of Q1 2017 after selling out during the quarter.
  • United Capital Financial Advisors sold 6,411 Acadia Realty Trust shares in Q1 2017, an estimated $210K.
  • United Capital Financial Advisors first reported a position in Acadia Realty Trust in Q4 2014 and held it in 4 quarters.
  • United Capital Financial Advisors's Acadia Realty Trust position peaked at $457K in Q4 2015.
  • 186 funds tracked by Wall St. Rank held Acadia Realty Trust as of Q1 2017.

Based on United Capital Financial Advisors's 13F filing for Q1 2017, filed 12 May 2017.