United Capital Financial Advisors’s BIOMED REALTY TRUST INC BMR Stock Holding History

United Capital Financial Advisors’s Portfolio BMR Stock Details BMR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q2	–	Sell	-15,074	Closed	-$313K	–	1333
2015 Q1	$313K	Sell	15,074 -212	-1%	-$4.87K	﹤0.01%	1054
2014 Q4	$329K	Buy	15,286 +1,272	+9%	+$27.1K	﹤0.01%	938
2014 Q3	$283K	Buy	14,014 +877	+7%	+$19.1K	﹤0.01%	947
2014 Q2	$287K	Buy	13,137 +3,281	+33%	+$69.7K	0.01%	755
2014 Q1	$202K	Buy	+9,856	New	+$194K	﹤0.01%	870
2013 Q4	–	Sell	-17,374	Closed	-$323K	–	797
2013 Q3	$323K	Buy	17,374 +2,424	+16%	+$47.6K	0.01%	545
2013 Q2	$302K	Buy	+14,950	New	+$324K	0.01%	599

Other funds holding BMR

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

SAMC

Shinko Asset Management Company Tokyo, Japan $14.7B AUM 18.14% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return

SCRM

Security Capital Research & Management Chicago, Illinois $2.36B AUM 5.25% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return

SFM

Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return

United Capital Financial Advisors's BMR Position: Q2 2015 in Review

United Capital Financial Advisors sold out of BIOMED REALTY TRUST INC (BMR) in Q2 2015, closing a stake of 15,074 shares — an estimated $313K sold.

United Capital Financial Advisors first reported a position in BMR in Q2 2013 and held it in 7 quarters. The position peaked at $329K in Q4 2014. 259 funds tracked by Wall St. Rank hold BMR as of Q2 2015.

United Capital Financial Advisors reported no remaining BIOMED REALTY TRUST INC position as of Q2 2015 after selling out during the quarter.
United Capital Financial Advisors sold 15,074 BIOMED REALTY TRUST INC shares in Q2 2015, an estimated $313K.
United Capital Financial Advisors first reported a position in BIOMED REALTY TRUST INC in Q2 2013 and held it in 7 quarters.
United Capital Financial Advisors's BIOMED REALTY TRUST INC position peaked at $329K in Q4 2014.
259 funds tracked by Wall St. Rank held BIOMED REALTY TRUST INC as of Q2 2015.

Based on United Capital Financial Advisors's 13F filing for Q2 2015, filed 11 Aug 2015.