UCFA
CBD

United Capital Financial Advisors’s Companhia Brasileira de Distribuicao CBD Stock Holding History

United Capital Financial Advisors’s Portfolio CBD Stock Details CBD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-8,685
Closed -$206K – 1369
2017
Q3 		$206K Buy
+8,685
New +$198K ﹤0.01% 1230
2015
Q1 		– Sell
-24,398
Closed -$899K – 1285
2014
Q4 		$899K Buy
24,398
+17,772
+268% +$719K 0.01% 676
2014
Q3 		$289K Buy
+6,626
New +$319K 0.01% 941
2014
Q2 		– Sell
-6,291
Closed -$275K – 950
2014
Q1 		$275K Sell
6,291
-446
-7% -$18.2K 0.01% 801
2013
Q4 		$301K Sell
6,737
-8,162
-55% -$386K 0.01% 535
2013
Q3 		$686K Buy
+14,899
New +$654K 0.02% 398

Other funds holding CBD

CG
Carmignac Gestion Paris, France $6.51B AUM 19.13% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
GAM
Genesis Asset Managers Guernsey, Channel Islands, United Kingdom $3.53B AUM 1.54% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
II
INCA Investments Miami, Florida $353M AUM 34.81% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
PG
Pendal Group Sydney, Australia $11.6B AUM 12.87% 1-Year Est. Return

United Capital Financial Advisors's CBD Position: Q4 2017 in Review

United Capital Financial Advisors sold out of Companhia Brasileira de Distribuicao (CBD) in Q4 2017, closing a stake of 8,685 shares — an estimated $206K sold.

United Capital Financial Advisors first reported a position in CBD in Q3 2013 and held it in 6 quarters. The position peaked at $899K in Q4 2014. 89 funds tracked by Wall St. Rank hold CBD as of Q4 2017.

  • United Capital Financial Advisors reported no remaining Companhia Brasileira de Distribuicao position as of Q4 2017 after selling out during the quarter.
  • United Capital Financial Advisors sold 8,685 Companhia Brasileira de Distribuicao shares in Q4 2017, an estimated $206K.
  • United Capital Financial Advisors first reported a position in Companhia Brasileira de Distribuicao in Q3 2013 and held it in 6 quarters.
  • United Capital Financial Advisors's Companhia Brasileira de Distribuicao position peaked at $899K in Q4 2014.
  • 89 funds tracked by Wall St. Rank held Companhia Brasileira de Distribuicao as of Q4 2017.

Based on United Capital Financial Advisors's 13F filing for Q4 2017, filed 13 Feb 2018.