UCFA
BID

United Capital Financial Advisors’s Sotheby's BID Stock Holding History

United Capital Financial Advisors’s Portfolio BID Stock Details BID Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-4,600
Closed -$212K – 1377
2017
Q3 		$212K Hold
4,600
– – ﹤0.01% 1222
2017
Q2 		$247K Sell
4,600
-500
-10% -$24.9K ﹤0.01% 1140
2017
Q1 		$232K Sell
5,100
-2,600
-34% -$111K ﹤0.01% 1142
2016
Q4 		$307K Sell
7,700
-1,049
-12% -$39.8K ﹤0.01% 1046
2016
Q3 		$333K Sell
8,749
-383
-4% -$13.5K ﹤0.01% 1046
2016
Q2 		$247K Buy
9,132
+1
+0% +$28 ﹤0.01% 1102
2016
Q1 		$244K Hold
9,131
– – ﹤0.01% 1065
2015
Q4 		$235K Buy
9,131
+5
+0.1% +$152 ﹤0.01% 1092
2015
Q3 		$292K Hold
9,126
– – ﹤0.01% 1066
2015
Q2 		$413K Sell
9,126
-1,007
-10% -$44.6K ﹤0.01% 982
2015
Q1 		$433K Hold
10,133
– – 0.01% 947
2014
Q4 		$438K Hold
10,133
– – 0.01% 861
2014
Q3 		$362K Sell
10,133
-14
-0.1% -$551 0.01% 886
2014
Q2 		$426K Buy
10,147
+14
+0.1% +$570 0.01% 709
2014
Q1 		$441K Sell
10,133
-217
-2% -$10.4K 0.01% 659
2013
Q4 		$551K Buy
+10,350
New +$533K 0.02% 420
2013
Q3 		– Sell
-10,945
Closed -$415K – 766
2013
Q2 		$415K Buy
+10,945
New +$399K 0.01% 537

Other funds holding BID

TAMH
Taikang Asset Management (HK) Hong Kong $1B AUM 27.37% 1-Year Est. Return
TP
Third Point New York $2.08B AUM 27.04% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

United Capital Financial Advisors's BID Position: Q4 2017 in Review

United Capital Financial Advisors sold out of Sotheby's (BID) in Q4 2017, closing a stake of 4,600 shares — an estimated $212K sold.

United Capital Financial Advisors first reported a position in BID in Q2 2013 and held it in 17 quarters. The position peaked at $551K in Q4 2013. 206 funds tracked by Wall St. Rank hold BID as of Q4 2017.

  • United Capital Financial Advisors reported no remaining Sotheby's position as of Q4 2017 after selling out during the quarter.
  • United Capital Financial Advisors sold 4,600 Sotheby's shares in Q4 2017, an estimated $212K.
  • United Capital Financial Advisors first reported a position in Sotheby's in Q2 2013 and held it in 17 quarters.
  • United Capital Financial Advisors's Sotheby's position peaked at $551K in Q4 2013.
  • 206 funds tracked by Wall St. Rank held Sotheby's as of Q4 2017.

Based on United Capital Financial Advisors's 13F filing for Q4 2017, filed 13 Feb 2018.