UCFA
BEAT

United Capital Financial Advisors’s BioTelemetry, Inc. BEAT Stock Holding History

United Capital Financial Advisors’s Portfolio BEAT Stock Details BEAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-14,716
Closed -$440K – 1403
2017
Q4 		$440K Buy
14,716
+583
+4% +$16.9K ﹤0.01% 997
2017
Q3 		$466K Buy
14,133
+766
+6% +$26.5K ﹤0.01% 985
2017
Q2 		$447K Buy
+13,367
New +$399K ﹤0.01% 955

Other funds holding BEAT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

United Capital Financial Advisors's BEAT Position: Q1 2018 in Review

United Capital Financial Advisors sold out of BioTelemetry, Inc. (BEAT) in Q1 2018, closing a stake of 14,716 shares — an estimated $440K sold.

United Capital Financial Advisors first reported a position in BEAT in Q2 2017 and held it in 3 quarters. The position peaked at $466K in Q3 2017. 202 funds tracked by Wall St. Rank hold BEAT as of Q1 2018.

  • United Capital Financial Advisors reported no remaining BioTelemetry, Inc. position as of Q1 2018 after selling out during the quarter.
  • United Capital Financial Advisors sold 14,716 BioTelemetry, Inc. shares in Q1 2018, an estimated $440K.
  • United Capital Financial Advisors first reported a position in BioTelemetry, Inc. in Q2 2017 and held it in 3 quarters.
  • United Capital Financial Advisors's BioTelemetry, Inc. position peaked at $466K in Q3 2017.
  • 202 funds tracked by Wall St. Rank held BioTelemetry, Inc. as of Q1 2018.

Based on United Capital Financial Advisors's 13F filing for Q1 2018, filed 15 May 2018.