UCFA
BIOA

United Capital Financial Advisors’s BioAmber Inc. BIOA Stock Holding History

United Capital Financial Advisors’s Portfolio BIOA Stock Details BIOA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-11,200
Closed -$69K – 1309
2015
Q4 		$69K Sell
11,200
-3,000
-21% -$22.6K ﹤0.01% 1184
2015
Q3 		$76K Hold
14,200
– – ﹤0.01% 1221
2015
Q2 		$122K Sell
14,200
-165
-1% -$1.51K ﹤0.01% 1223
2015
Q1 		$151K Hold
14,365
– – ﹤0.01% 1199
2014
Q4 		$121K Buy
+14,365
New +$131K ﹤0.01% 1129

Other funds holding BIOA

WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
RS
Robeco Schweiz Zurich, Switzerland $6.23B AUM 86.54% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
LCS
Levin Capital Strategies New York $1.49B AUM 30.44% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EIM
Essex Investment Management Boston, Massachusetts $632M AUM 95.36% 1-Year Est. Return

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

United Capital Financial Advisors sold out of BioAmber Inc. (BIOA) in Q1 2016, closing a stake of 11,200 shares — an estimated $69K sold.

United Capital Financial Advisors first reported a position in BIOA in Q4 2014 and held it in 5 quarters. The position peaked at $151K in Q1 2015. 31 funds tracked by Wall St. Rank hold BIOA as of Q1 2016.

  • United Capital Financial Advisors reported no remaining BioAmber Inc. position as of Q1 2016 after selling out during the quarter.
  • United Capital Financial Advisors sold 11,200 BioAmber Inc. shares in Q1 2016, an estimated $69K.
  • United Capital Financial Advisors first reported a position in BioAmber Inc. in Q4 2014 and held it in 5 quarters.
  • United Capital Financial Advisors's BioAmber Inc. position peaked at $151K in Q1 2015.
  • 31 funds tracked by Wall St. Rank held BioAmber Inc. as of Q1 2016.

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