United Capital Financial Advisors’s abrdn Global Premier Properties Fund AWP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-4,550	Closed	-$83K	–	1203
2021 Q3	$83K	Hold	4,550	–	–	﹤0.01%	1175
2021 Q2	$87K	Buy	+4,550	New	+$86.6K	﹤0.01%	1196
2018 Q2	–	Sell	-3,625	Closed	-$68K	–	1305
2018 Q1	$68K	Buy	+3,625	New	+$70.4K	﹤0.01%	1281

Other funds holding AWP

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

ARC

Advisor Resource Council Dallas, Texas $309M AUM 22.32% 1-Year Est. Return

United Capital Financial Advisors's AWP Position: Q4 2021 in Review

United Capital Financial Advisors sold out of abrdn Global Premier Properties Fund (AWP) in Q4 2021, closing a stake of 4,550 shares — an estimated $83K sold.

United Capital Financial Advisors first reported a position in AWP in Q1 2018 and held it in 3 quarters. The position peaked at $87K in Q2 2021. 82 funds tracked by Wall St. Rank hold AWP as of Q4 2021.

United Capital Financial Advisors reported no remaining abrdn Global Premier Properties Fund position as of Q4 2021 after selling out during the quarter.
United Capital Financial Advisors sold 4,550 abrdn Global Premier Properties Fund shares in Q4 2021, an estimated $83K.
United Capital Financial Advisors first reported a position in abrdn Global Premier Properties Fund in Q1 2018 and held it in 3 quarters.
United Capital Financial Advisors's abrdn Global Premier Properties Fund position peaked at $87K in Q2 2021.
82 funds tracked by Wall St. Rank held abrdn Global Premier Properties Fund as of Q4 2021.

Based on United Capital Financial Advisors's 13F filing for Q4 2021, filed 14 Feb 2022.