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United Capital Financial Advisors’s Virtus Biotech Clinical Trials ETF BBC Stock Holding History

United Capital Financial Advisors’s Portfolio BBC Stock Details BBC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-148,954
Closed -$4.87M – 1332
2018
Q2 		$4.87M Sell
148,954
-78,767
-35% -$2.59M 0.04% 420
2018
Q1 		$7.47M Buy
+227,721
New +$7.43M 0.06% 346

Other funds holding BBC

ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
CCP
Cardan Capital Partners Denver, Colorado $893M AUM 22.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

United Capital Financial Advisors's BBC Position: Q3 2018 in Review

United Capital Financial Advisors sold out of Virtus Biotech Clinical Trials ETF (BBC) in Q3 2018, closing a stake of 148,954 shares — an estimated $4.87M sold.

United Capital Financial Advisors first reported a position in BBC in Q1 2018 and held it in 2 quarters. The position peaked at $7.47M in Q1 2018. 18 funds tracked by Wall St. Rank hold BBC as of Q3 2018.

  • United Capital Financial Advisors reported no remaining Virtus Biotech Clinical Trials ETF position as of Q3 2018 after selling out during the quarter.
  • United Capital Financial Advisors sold 148,954 Virtus Biotech Clinical Trials ETF shares in Q3 2018, an estimated $4.87M.
  • United Capital Financial Advisors first reported a position in Virtus Biotech Clinical Trials ETF in Q1 2018 and held it in 2 quarters.
  • United Capital Financial Advisors's Virtus Biotech Clinical Trials ETF position peaked at $7.47M in Q1 2018.
  • 18 funds tracked by Wall St. Rank held Virtus Biotech Clinical Trials ETF as of Q3 2018.

Based on United Capital Financial Advisors's 13F filing for Q3 2018, filed 14 Nov 2018.