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 Change in
Stake 		Trade Value 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% -$5.16K ﹤0.01% 1191
2015
Q4 		$91K Buy
+11,062
New +$110K ﹤0.01% 1177

Other funds holding CBA

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
RPA
Rock Point Advisors Burlington, Vermont $409M AUM 30.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.79% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

United Capital Financial Advisors's CBA Position: Q3 2016 in Review

United Capital Financial Advisors sold out of ClearBridge American Energy MLP (CBA) in Q3 2016, closing a stake of 10,250 shares — an estimated $92K sold.

United Capital Financial Advisors first reported a position in CBA in Q4 2015 and held it in 3 quarters. The position peaked at $92K in Q2 2016. 50 funds tracked by Wall St. Rank hold CBA as of Q3 2016.

  • United Capital Financial Advisors reported no remaining ClearBridge American Energy MLP position as of Q3 2016 after selling out during the quarter.
  • United Capital Financial Advisors sold 10,250 ClearBridge American Energy MLP shares in Q3 2016, an estimated $92K.
  • United Capital Financial Advisors first reported a position in ClearBridge American Energy MLP in Q4 2015 and held it in 3 quarters.
  • United Capital Financial Advisors's ClearBridge American Energy MLP position peaked at $92K in Q2 2016.
  • 50 funds tracked by Wall St. Rank held ClearBridge American Energy MLP as of Q3 2016.

Based on United Capital Financial Advisors's 13F filing for Q3 2016, filed 14 Nov 2016.