United Capital Financial Advisors’s Barnes Group Inc. B Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-5,688	Closed	-$320K	–	1512
2019 Q2	$320K	Hold	5,688	–	–	﹤0.01%	1181
2019 Q1	$292K	Hold	5,688	–	–	﹤0.01%	1132
2018 Q4	$305K	Hold	5,688	–	–	﹤0.01%	1054
2018 Q3	$404K	Sell	5,688 -33	-0.6%	-$2.18K	﹤0.01%	1016
2018 Q2	$337K	Hold	5,721	–	–	﹤0.01%	1048
2018 Q1	$343K	Hold	5,721	–	–	﹤0.01%	1050
2017 Q4	$362K	Buy	5,721 +530	+10%	+$35.2K	﹤0.01%	1052
2017 Q3	$366K	Buy	5,191 +1,000	+24%	+$62.1K	﹤0.01%	1049
2017 Q2	$245K	Hold	4,191	–	–	﹤0.01%	1141
2017 Q1	$215K	Sell	4,191 -125	-3%	-$6.12K	﹤0.01%	1166
2016 Q4	$205K	Buy	+4,316	New	+$188K	﹤0.01%	1179

Other funds holding B

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

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

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

CIP

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

United Capital Financial Advisors sold out of Barnes Group Inc. (B) in Q3 2019, closing a stake of 5,688 shares — an estimated $320K sold.

United Capital Financial Advisors first reported a position in B in Q4 2016 and held it in 11 quarters. The position peaked at $404K in Q3 2018. 208 funds tracked by Wall St. Rank hold B as of Q3 2019.

United Capital Financial Advisors reported no remaining Barnes Group Inc. position as of Q3 2019 after selling out during the quarter.
United Capital Financial Advisors sold 5,688 Barnes Group Inc. shares in Q3 2019, an estimated $320K.
United Capital Financial Advisors first reported a position in Barnes Group Inc. in Q4 2016 and held it in 11 quarters.
United Capital Financial Advisors's Barnes Group Inc. position peaked at $404K in Q3 2018.
208 funds tracked by Wall St. Rank held Barnes Group Inc. as of Q3 2019.

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