United Capital Financial Advisors’s Capital Clean Energy Carriers CCEC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	–	Sell	-1,429	Closed	-$21K	–	1412
2018 Q4	$21K	Buy	+1,429	New	+$25.8K	﹤0.01%	1269
2015 Q4	–	Sell	-1,501	Closed	-$65K	–	1297
2015 Q3	$65K	Buy	+1,501	New	+$76.1K	﹤0.01%	1222
2014 Q3	–	Sell	-2,560	Closed	-$205K	–	1131
2014 Q2	$205K	Buy	+2,560	New	+$194K	﹤0.01%	775

Other funds holding CCEC

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

DSC

Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return

ACB

Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Goodman Financial Houston, Texas $582M AUM 22.09% 1-Year Est. Return

OCM

Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

United Capital Financial Advisors's CCEC Position: Q1 2019 in Review

United Capital Financial Advisors sold out of Capital Clean Energy Carriers (CCEC) in Q1 2019, closing a stake of 1,429 shares — an estimated $21K sold.

United Capital Financial Advisors first reported a position in CCEC in Q2 2014 and held it in 3 quarters. The position peaked at $205K in Q2 2014. 52 funds tracked by Wall St. Rank hold CCEC as of Q1 2019.

United Capital Financial Advisors reported no remaining Capital Clean Energy Carriers position as of Q1 2019 after selling out during the quarter.
United Capital Financial Advisors sold 1,429 Capital Clean Energy Carriers shares in Q1 2019, an estimated $21K.
United Capital Financial Advisors first reported a position in Capital Clean Energy Carriers in Q2 2014 and held it in 3 quarters.
United Capital Financial Advisors's Capital Clean Energy Carriers position peaked at $205K in Q2 2014.
52 funds tracked by Wall St. Rank held Capital Clean Energy Carriers as of Q1 2019.

Based on United Capital Financial Advisors's 13F filing for Q1 2019, filed 14 May 2019.