United Capital Financial Advisors
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United Capital Financial Advisors’s ARK Next Generation Technology ETF ARKW Stock Holding History

United Capital Financial Advisors’s Portfolio ARKW Stock Details ARKW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-91,727
Closed -$5.28M – 1286
2018
Q3 		$5.28M Sell
91,727
-6,866
-7% -$395K 0.04% 424
2018
Q2 		$5.47M Sell
98,593
-54,354
-36% -$2.89M 0.04% 402
2018
Q1 		$7.63M Buy
+152,947
New +$7.76M 0.06% 342

Other funds holding ARKW

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LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
KA
Kovack Advisors Ft. Lauderdale, Florida $2.08B AUM 38.95% 1-Year Est. Return
Stephens Inc
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
AIM
Advantage Investment Management Cedar Rapids, Iowa $128M AUM 0.94% 1-Year Est. Return
BCM
Barometer Capital Management Toronto, Ontario, Canada $360M AUM 83.37% 1-Year Est. Return
Mariner Independent Advisor Network
Mariner Independent Advisor Network Overland Park, Kansas $2.33B AUM 14.85% 1-Year Est. Return
Migdal Insurance & Financial Holdings
Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return
Raymond James & Associates
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

United Capital Financial Advisors's ARKW Position: Q4 2018 in Review

United Capital Financial Advisors sold out of ARK Next Generation Technology ETF (ARKW) in Q4 2018, closing a stake of 91,727 shares — an estimated $5.28M sold.

United Capital Financial Advisors first reported a position in ARKW in Q1 2018 and held it in 3 quarters. The position peaked at $7.63M in Q1 2018. 69 funds tracked by Wall St. Rank hold ARKW as of Q4 2018.

  • United Capital Financial Advisors reported no remaining ARK Next Generation Technology ETF position as of Q4 2018 after selling out during the quarter.
  • United Capital Financial Advisors sold 91,727 ARK Next Generation Technology ETF shares in Q4 2018, an estimated $5.28M.
  • United Capital Financial Advisors first reported a position in ARK Next Generation Technology ETF in Q1 2018 and held it in 3 quarters.
  • United Capital Financial Advisors's ARK Next Generation Technology ETF position peaked at $7.63M in Q1 2018.
  • 69 funds tracked by Wall St. Rank held ARK Next Generation Technology ETF as of Q4 2018.

Based on United Capital Financial Advisors's 13F filing for Q4 2018, filed 14 Feb 2019.