UCFA
AUO

United Capital Financial Advisors’s AU Optronics Corp AUO Stock Holding History

United Capital Financial Advisors’s Portfolio AUO Stock Details AUO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-12,825
Closed -$38K – 1561
2019
Q2 		$38K Sell
12,825
-4,359
-25% -$14.1K ﹤0.01% 1437
2019
Q1 		$63K Sell
17,184
-521
-3% -$1.98K ﹤0.01% 1324
2018
Q4 		$70K Sell
17,705
-2,164
-11% -$8.62K ﹤0.01% 1252
2018
Q3 		$84K Sell
19,869
-677
-3% -$2.88K ﹤0.01% 1302
2018
Q2 		$87K Sell
20,546
-7,828
-28% -$33.7K ﹤0.01% 1278
2018
Q1 		$130K Sell
28,374
-4,694
-14% -$21.5K ﹤0.01% 1260
2017
Q4 		$138K Sell
33,068
-13,342
-29% -$55.5K ﹤0.01% 1264
2017
Q3 		$187K Sell
46,410
-1,048
-2% -$4.23K ﹤0.01% 1242
2017
Q2 		$216K Buy
47,458
+4,351
+10% +$17.5K ﹤0.01% 1185
2017
Q1 		$165K Buy
43,107
+3,030
+8% +$11.9K ﹤0.01% 1201
2016
Q4 		$142K Buy
40,077
+8,151
+26% +$30.1K ﹤0.01% 1215
2016
Q3 		$117K Buy
31,926
+2,150
+7% +$8.24K ﹤0.01% 1227
2016
Q2 		$89K Buy
29,776
+4,809
+19% +$13.6K ﹤0.01% 1220
2016
Q1 		$74K Buy
24,967
+3,913
+19% +$10.6K ﹤0.01% 1189
2015
Q4 		$61K Buy
+21,054
New +$60.1K ﹤0.01% 1189

Other funds holding AUO

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
LP
LMR Partners London, United Kingdom $45.4B AUM 60.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GC
GMT Capital Atlanta, Georgia $2.19B AUM 72.3% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

United Capital Financial Advisors's AUO Position: Q3 2019 in Review

United Capital Financial Advisors sold out of AU Optronics Corp (AUO) in Q3 2019, closing a stake of 12,825 shares — an estimated $38K sold.

United Capital Financial Advisors first reported a position in AUO in Q4 2015 and held it in 15 quarters. The position peaked at $216K in Q2 2017. 97 funds tracked by Wall St. Rank hold AUO as of Q3 2019.

  • United Capital Financial Advisors reported no remaining AU Optronics Corp position as of Q3 2019 after selling out during the quarter.
  • United Capital Financial Advisors sold 12,825 AU Optronics Corp shares in Q3 2019, an estimated $38K.
  • United Capital Financial Advisors first reported a position in AU Optronics Corp in Q4 2015 and held it in 15 quarters.
  • United Capital Financial Advisors's AU Optronics Corp position peaked at $216K in Q2 2017.
  • 97 funds tracked by Wall St. Rank held AU Optronics Corp as of Q3 2019.

Based on United Capital Financial Advisors's 13F filing for Q3 2019, filed 14 Nov 2019.