United Capital Financial Advisors’s American Public Education APEI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	–	Sell	-5,428	Closed	-$229K	–	1330
2018 Q2	$229K	Sell	5,428 -16,204	-75%	-$678K	﹤0.01%	1187
2018 Q1	$930K	Sell	21,632 -11,409	-35%	-$350K	0.01%	791
2017 Q4	$828K	Sell	33,041 -1,500	-4%	-$35K	0.01%	839
2017 Q3	$727K	Sell	34,541 -1,500	-4%	-$30.5K	0.01%	859
2017 Q2	$852K	Sell	36,041 -1,500	-4%	-$34.3K	0.01%	805
2017 Q1	$860K	Sell	37,541 -1,500	-4%	-$34.9K	0.01%	782
2016 Q4	$958K	Sell	39,041 -1,500	-4%	-$33.5K	0.01%	767
2016 Q3	$803K	Sell	40,541 -1,500	-4%	-$36.3K	0.01%	831
2016 Q2	$1.18M	Sell	42,041 -1,500	-3%	-$37.2K	0.01%	690
2016 Q1	$898K	Buy	43,541 +2,497	+6%	+$43.9K	0.01%	720
2015 Q4	$764K	Sell	41,044 -1,000	-2%	-$22K	0.01%	761
2015 Q3	$986K	Hold	42,044	–	–	0.01%	693
2015 Q2	$1.08M	Hold	42,044	–	–	0.01%	711
2015 Q1	$1.17M	Buy	42,044 +2,604	+7%	+$86.8K	0.01%	690
2014 Q4	$1.45M	Sell	39,440 -600	-1%	-$19.5K	0.02%	549
2014 Q3	$1.08M	Hold	40,040	–	–	0.02%	588
2014 Q2	$1.38M	Hold	40,040	–	–	0.03%	487
2014 Q1	$1.41M	Buy	+40,040	New	+$1.62M	0.03%	418

Other funds holding APEI

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Man Group London, United Kingdom $55.1B AUM 24.23% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

United Capital Financial Advisors's APEI Position: Q3 2018 in Review

United Capital Financial Advisors sold out of American Public Education (APEI) in Q3 2018, closing a stake of 5,428 shares — an estimated $229K sold.

United Capital Financial Advisors first reported a position in APEI in Q1 2014 and held it in 18 quarters. The position peaked at $1.45M in Q4 2014. 132 funds tracked by Wall St. Rank hold APEI as of Q3 2018.

United Capital Financial Advisors reported no remaining American Public Education position as of Q3 2018 after selling out during the quarter.
United Capital Financial Advisors sold 5,428 American Public Education shares in Q3 2018, an estimated $229K.
United Capital Financial Advisors first reported a position in American Public Education in Q1 2014 and held it in 18 quarters.
United Capital Financial Advisors's American Public Education position peaked at $1.45M in Q4 2014.
132 funds tracked by Wall St. Rank held American Public Education as of Q3 2018.

Based on United Capital Financial Advisors's 13F filing for Q3 2018, filed 14 Nov 2018.