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United Capital Financial Advisors’s Brunswick BC Stock Holding History

United Capital Financial Advisors’s Portfolio BC Stock Details BC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$294K Buy
4,038
+1,226
+44% +$98.9K ﹤0.01% 1355
2025
Q4 		$209K Buy
+2,812
New +$191K ﹤0.01% 1313
2020
Q3 		– Sell
-11,500
Closed -$736K – 1162
2020
Q2 		$736K Sell
11,500
-33,826
-75% -$1.69M 0.01% 746
2020
Q1 		$1.6M Buy
45,326
+1,025
+2% +$54.4K 0.01% 542
2019
Q4 		$2.66M Sell
44,301
-1,452
-3% -$84K 0.02% 544
2019
Q3 		$2.38M Buy
45,753
+2,350
+5% +$112K 0.02% 557
2019
Q2 		$1.99M Buy
43,403
+3,759
+9% +$182K 0.01% 626
2019
Q1 		$2M Sell
39,644
-1,922
-5% -$96.9K 0.01% 589
2018
Q4 		$1.93M Sell
41,566
-3,718
-8% -$199K 0.02% 570
2018
Q3 		$3.04M Buy
45,284
+1,470
+3% +$97.3K 0.02% 523
2018
Q2 		$2.83M Buy
43,814
+34,985
+396% +$2.18M 0.02% 518
2018
Q1 		$524K Buy
8,829
+497
+6% +$29.4K ﹤0.01% 944
2017
Q4 		$460K Buy
8,332
+418
+5% +$22.7K ﹤0.01% 983
2017
Q3 		$443K Buy
7,914
+926
+13% +$52K ﹤0.01% 999
2017
Q2 		$438K Buy
+6,988
New +$407K ﹤0.01% 962

Other funds holding BC

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $74.9B AUM 11.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return