United Capital Financial Advisors’s Alphatec Holdings ATEC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q3	–	Sell	-4,162	Closed	–	–	1258
2016 Q2	$0	Hold	4,162	–	–	﹤0.01%	1245
2016 Q1	$12K	Hold	4,162	–	–	﹤0.01%	1208
2015 Q4	$15K	Hold	4,162	–	–	﹤0.01%	1198
2015 Q3	$16K	Hold	4,162	–	–	﹤0.01%	1234
2015 Q2	$69K	Hold	4,162	–	–	﹤0.01%	1236
2015 Q1	$71K	Hold	4,162	–	–	﹤0.01%	1224
2014 Q4	$70K	Hold	4,162	–	–	﹤0.01%	1143
2014 Q3	$85K	Buy	+4,162	New	+$76.5K	﹤0.01%	1082
2014 Q2	–	Sell	-4,162	Closed	-$75K	–	790
2014 Q1	$75K	Hold	4,162	–	–	﹤0.01%	914
2013 Q4	$100K	Hold	4,162	–	–	﹤0.01%	629
2013 Q3	$98K	Hold	4,162	–	–	﹤0.01%	666
2013 Q2	$102K	Buy	+4,162	New	+$96.7K	﹤0.01%	681

Other funds holding ATEC

GCP

Glen Capital Partners Waltham, Massachusetts $68.9M AUM 21.81% 1-Year Est. Return

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Chubb Ltd Zurich, Switzerland $29.9M AUM 48.89% 1-Year Est. Return

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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

StepStone Group La Jolla, California $207M AUM 12.33% 1-Year Est. Return

Numeric Investors Boston, Massachusetts $13.7B AUM 28.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

United Capital Financial Advisors's ATEC Position: Q3 2016 in Review

United Capital Financial Advisors sold out of Alphatec Holdings (ATEC) in Q3 2016, closing a stake of 4,162 shares.

United Capital Financial Advisors first reported a position in ATEC in Q2 2013 and held it in 12 quarters. The position peaked at $102K in Q2 2013. 27 funds tracked by Wall St. Rank hold ATEC as of Q3 2016.

United Capital Financial Advisors reported no remaining Alphatec Holdings position as of Q3 2016 after selling out during the quarter.
United Capital Financial Advisors sold 4,162 Alphatec Holdings shares in Q3 2016.
United Capital Financial Advisors first reported a position in Alphatec Holdings in Q2 2013 and held it in 12 quarters.
United Capital Financial Advisors's Alphatec Holdings position peaked at $102K in Q2 2013.
27 funds tracked by Wall St. Rank held Alphatec Holdings as of Q3 2016.

Based on United Capital Financial Advisors's 13F filing for Q3 2016, filed 14 Nov 2016.