United Capital Financial Advisors’s Bear State Financial, Inc. BSF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q2	–	Sell	-29,730	Closed	-$305K	–	1384
2018 Q1	$305K	Hold	29,730	–	–	﹤0.01%	1089
2017 Q4	$304K	Sell	29,730 -5,000	-14%	-$51.3K	﹤0.01%	1110
2017 Q3	$356K	Sell	34,730 -22,000	-39%	-$213K	﹤0.01%	1058
2017 Q2	$537K	Sell	56,730 -11,000	-16%	-$102K	﹤0.01%	909
2017 Q1	$637K	Sell	67,730 -20,800	-23%	-$202K	0.01%	859
2016 Q4	$899K	Sell	88,530 -2,775	-3%	-$26.6K	0.01%	779
2016 Q3	$839K	Hold	91,305	–	–	0.01%	823
2016 Q2	$822K	Hold	91,305	–	–	0.01%	788
2016 Q1	$846K	Sell	91,305 -4,528	-5%	-$41.1K	0.01%	740
2015 Q4	$1.04M	Sell	95,833 -2,444	-2%	-$24.9K	0.01%	688
2015 Q3	$875K	Hold	98,277	–	–	0.01%	728
2015 Q2	$918K	Buy	+98,277	New	+$939K	0.01%	742

Other funds holding BSF

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 27.61% 1-Year Est. Return

United Capital Financial Advisors's BSF Position: Q2 2018 in Review

United Capital Financial Advisors sold out of Bear State Financial, Inc. (BSF) in Q2 2018, closing a stake of 29,730 shares — an estimated $305K sold.

United Capital Financial Advisors first reported a position in BSF in Q2 2015 and held it in 12 quarters. The position peaked at $1.04M in Q4 2015. 1 fund tracked by Wall St. Rank holds BSF as of Q2 2018.

United Capital Financial Advisors reported no remaining Bear State Financial, Inc. position as of Q2 2018 after selling out during the quarter.
United Capital Financial Advisors sold 29,730 Bear State Financial, Inc. shares in Q2 2018, an estimated $305K.
United Capital Financial Advisors first reported a position in Bear State Financial, Inc. in Q2 2015 and held it in 12 quarters.
United Capital Financial Advisors's Bear State Financial, Inc. position peaked at $1.04M in Q4 2015.
1 fund tracked by Wall St. Rank held Bear State Financial, Inc. as of Q2 2018.

Based on United Capital Financial Advisors's 13F filing for Q2 2018, filed 14 Aug 2018.