UCFA
ATW

United Capital Financial Advisors’s Atwood Oceanics ATW Stock Holding History

United Capital Financial Advisors’s Portfolio ATW Stock Details ATW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-22,116
Closed -$966K – 1208
2014
Q3 		$966K Buy
22,116
+5,348
+32% +$256K 0.02% 611
2014
Q2 		$880K Buy
16,768
+11,741
+234% +$579K 0.02% 585
2014
Q1 		$253K Buy
+5,027
New +$243K 0.01% 823
2013
Q3 		– Sell
-15,855
Closed -$825K – 772
2013
Q2 		$825K Buy
+15,855
New +$821K 0.02% 434

Other funds holding ATW

HCM
Herndon Capital Management Atlanta, Georgia $659M AUM 22.03% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
FPA
First Pacific Advisors El Segundo, California $7.14B AUM 21.51% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
KL
KGH Ltd Nassau, Bahamas $1.92B AUM 13.96% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return

United Capital Financial Advisors's ATW Position: Q4 2014 in Review

United Capital Financial Advisors sold out of Atwood Oceanics (ATW) in Q4 2014, closing a stake of 22,116 shares — an estimated $966K sold.

United Capital Financial Advisors first reported a position in ATW in Q2 2013 and held it in 4 quarters. The position peaked at $966K in Q3 2014. 256 funds tracked by Wall St. Rank hold ATW as of Q4 2014.

  • United Capital Financial Advisors reported no remaining Atwood Oceanics position as of Q4 2014 after selling out during the quarter.
  • United Capital Financial Advisors sold 22,116 Atwood Oceanics shares in Q4 2014, an estimated $966K.
  • United Capital Financial Advisors first reported a position in Atwood Oceanics in Q2 2013 and held it in 4 quarters.
  • United Capital Financial Advisors's Atwood Oceanics position peaked at $966K in Q3 2014.
  • 256 funds tracked by Wall St. Rank held Atwood Oceanics as of Q4 2014.

Based on United Capital Financial Advisors's 13F filing for Q4 2014, filed 13 Feb 2015.