UCFA
CBB

United Capital Financial Advisors’s Cincinnati Bell Inc. CBB Stock Holding History

United Capital Financial Advisors’s Portfolio CBB Stock Details CBB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-9,181
Closed -$143K – 1344
2015
Q3 		$143K Sell
9,181
-749
-8% -$13.6K ﹤0.01% 1188
2015
Q2 		$190K Buy
9,930
+87
+0.9% +$1.59K ﹤0.01% 1191
2015
Q1 		$169K Sell
9,843
-88,379
-90% -$1.46M ﹤0.01% 1195
2014
Q4 		$1.57M Buy
98,222
+47,368
+93% +$802K 0.02% 532
2014
Q3 		$857K Buy
50,854
+12,355
+32% +$233K 0.01% 649
2014
Q2 		$757K Buy
38,499
+31,862
+480% +$583K 0.01% 611
2014
Q1 		$115K Buy
+6,637
New +$117K ﹤0.01% 910

Other funds holding CBB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
PA
Pinnacle Associates New York $9.16B AUM 63.5% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AC
Avenir Corporation Alexandria, Virginia $820M AUM 2.4% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

United Capital Financial Advisors's CBB Position: Q4 2015 in Review

United Capital Financial Advisors sold out of Cincinnati Bell Inc. (CBB) in Q4 2015, closing a stake of 9,181 shares — an estimated $143K sold.

United Capital Financial Advisors first reported a position in CBB in Q1 2014 and held it in 7 quarters. The position peaked at $1.57M in Q4 2014. 174 funds tracked by Wall St. Rank hold CBB as of Q4 2015.

  • United Capital Financial Advisors reported no remaining Cincinnati Bell Inc. position as of Q4 2015 after selling out during the quarter.
  • United Capital Financial Advisors sold 9,181 Cincinnati Bell Inc. shares in Q4 2015, an estimated $143K.
  • United Capital Financial Advisors first reported a position in Cincinnati Bell Inc. in Q1 2014 and held it in 7 quarters.
  • United Capital Financial Advisors's Cincinnati Bell Inc. position peaked at $1.57M in Q4 2014.
  • 174 funds tracked by Wall St. Rank held Cincinnati Bell Inc. as of Q4 2015.

Based on United Capital Financial Advisors's 13F filing for Q4 2015, filed 11 Feb 2016.