UCFA
BEL

United Capital Financial Advisors’s Belmond Ltd. BEL Stock Holding History

United Capital Financial Advisors’s Portfolio BEL Stock Details BEL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-59,590
Closed -$566K – 1306
2015
Q4 		$566K Buy
+59,590
New +$601K 0.01% 857

Other funds holding BEL

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
NSCM
New South Capital Management Memphis, Tennessee $2.09B AUM 33.67% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
PA
Pinnacle Associates New York $9.16B AUM 63.5% 1-Year Est. Return
TCIM
TIAA CREF Investment Management New York $141B AUM 14.18% 1-Year Est. Return
HP
Hosking Partners London, United Kingdom $3.01B AUM 83.99% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

United Capital Financial Advisors's BEL Position: Q1 2016 in Review

United Capital Financial Advisors sold out of Belmond Ltd. (BEL) in Q1 2016, closing a stake of 59,590 shares — an estimated $566K sold.

United Capital Financial Advisors first reported a position in BEL in Q4 2015 and held it in 1 quarter. The position peaked at $566K in Q4 2015. 135 funds tracked by Wall St. Rank hold BEL as of Q1 2016.

  • United Capital Financial Advisors reported no remaining Belmond Ltd. position as of Q1 2016 after selling out during the quarter.
  • United Capital Financial Advisors sold 59,590 Belmond Ltd. shares in Q1 2016, an estimated $566K.
  • United Capital Financial Advisors first reported a position in Belmond Ltd. in Q4 2015 and held it in 1 quarter.
  • United Capital Financial Advisors's Belmond Ltd. position peaked at $566K in Q4 2015.
  • 135 funds tracked by Wall St. Rank held Belmond Ltd. as of Q1 2016.

Based on United Capital Financial Advisors's 13F filing for Q1 2016, filed 11 May 2016.