United Capital Financial Advisors’s AtriCure ATRC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	–	Sell	-19,967	Closed	-$498K	–	1373
2019 Q3	$498K	Sell	19,967 -63	-0.3%	-$1.8K	﹤0.01%	953
2019 Q2	$598K	Buy	20,030 +28	+0.1%	+$817	﹤0.01%	985
2019 Q1	$536K	Sell	20,002 -2	-0%	-$61	﹤0.01%	959
2018 Q4	$612K	Hold	20,004	–	–	﹤0.01%	850
2018 Q3	$701K	Hold	20,004	–	–	﹤0.01%	872
2018 Q2	$541K	Buy	20,004 +5,805	+41%	+$136K	﹤0.01%	929
2018 Q1	$291K	Hold	14,199	–	–	﹤0.01%	1105
2017 Q4	$259K	Sell	14,199 -45	-0.3%	-$891	﹤0.01%	1159
2017 Q3	$319K	Hold	14,244	–	–	﹤0.01%	1095
2017 Q2	$345K	Buy	14,244 +22	+0.2%	+$468	﹤0.01%	1031
2017 Q1	$272K	Buy	14,222 +25	+0.2%	+$438	﹤0.01%	1077
2016 Q4	$278K	Buy	14,197 +35	+0.2%	+$634	﹤0.01%	1081
2016 Q3	$224K	Buy	+14,162	New	+$218K	﹤0.01%	1159

Other funds holding ATRC

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

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

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

GKIM

GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return

FLAM

First Light Asset Management Edina, Minnesota $1.12B AUM 114.45% 1-Year Est. Return

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

Tamarack Advisers Carlsbad, California $2.12M AUM 58.09% 1-Year Est. Return

United Capital Financial Advisors's ATRC Position: Q4 2019 in Review

United Capital Financial Advisors sold out of AtriCure (ATRC) in Q4 2019, closing a stake of 19,967 shares — an estimated $498K sold.

United Capital Financial Advisors first reported a position in ATRC in Q3 2016 and held it in 13 quarters. The position peaked at $701K in Q3 2018. 141 funds tracked by Wall St. Rank hold ATRC as of Q4 2019.

United Capital Financial Advisors reported no remaining AtriCure position as of Q4 2019 after selling out during the quarter.
United Capital Financial Advisors sold 19,967 AtriCure shares in Q4 2019, an estimated $498K.
United Capital Financial Advisors first reported a position in AtriCure in Q3 2016 and held it in 13 quarters.
United Capital Financial Advisors's AtriCure position peaked at $701K in Q3 2018.
141 funds tracked by Wall St. Rank held AtriCure as of Q4 2019.

Based on United Capital Financial Advisors's 13F filing for Q4 2019, filed 14 Feb 2020.