UCFA
CBA

United Capital Financial Advisors’s ClearBridge American Energy MLP CBA Stock Holding History

United Capital Financial Advisors’s Portfolio CBA Stock Details CBA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2016
Q3 		– Sell
-10,250
Closed -$92K – 1352
2016
Q2 		$92K Hold
10,250
– – ﹤0.01% 1219
2016
Q1 		$72K Sell
10,250
-812
-7% -$5.7K ﹤0.01% 1191
2015
Q4 		$91K Buy
+11,062
New +$91K ﹤0.01% 1177