United Capital Financial Advisors’s COPT Defense Properties CDP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-23,834	Closed	-$711K	–	1292
2018 Q3	$711K	Sell	23,834 -31	-0.1%	-$928	0.01%	867
2018 Q2	$692K	Sell	23,865 -7,022	-23%	-$193K	0.01%	859
2018 Q1	$798K	Buy	30,887 +910	+3%	+$24.1K	0.01%	827
2017 Q4	$875K	Buy	29,977 +7,098	+31%	+$223K	0.01%	824
2017 Q3	$751K	Sell	22,879 -3,530	-13%	-$118K	0.01%	848
2017 Q2	$925K	Buy	26,409 +2,678	+11%	+$91.2K	0.01%	786
2017 Q1	$785K	Sell	23,731 -794	-3%	-$25.9K	0.01%	808
2016 Q4	$766K	Buy	+24,525	New	+$696K	0.01%	816
2015 Q2	–	Sell	-11,624	Closed	-$307K	–	1257
2015 Q1	$307K	Buy	11,624 +3,248	+39%	+$96K	﹤0.01%	1060
2014 Q4	$238K	Buy	+8,376	New	+$230K	﹤0.01%	1038

Other funds holding CDP

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

FCM

Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

CCM

Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

United Capital Financial Advisors's CDP Position: Q4 2018 in Review

United Capital Financial Advisors sold out of COPT Defense Properties (CDP) in Q4 2018, closing a stake of 23,834 shares — an estimated $711K sold.

United Capital Financial Advisors first reported a position in CDP in Q4 2014 and held it in 10 quarters. The position peaked at $925K in Q2 2017. 256 funds tracked by Wall St. Rank hold CDP as of Q4 2018.

United Capital Financial Advisors reported no remaining COPT Defense Properties position as of Q4 2018 after selling out during the quarter.
United Capital Financial Advisors sold 23,834 COPT Defense Properties shares in Q4 2018, an estimated $711K.
United Capital Financial Advisors first reported a position in COPT Defense Properties in Q4 2014 and held it in 10 quarters.
United Capital Financial Advisors's COPT Defense Properties position peaked at $925K in Q2 2017.
256 funds tracked by Wall St. Rank held COPT Defense Properties as of Q4 2018.

Based on United Capital Financial Advisors's 13F filing for Q4 2018, filed 14 Feb 2019.