United Capital Financial Advisors’s Capstone Green Energy Corporation Common Stock CGRN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q4	–	Sell	-50	Closed	-$3K	–	1300
2015 Q3	$3K	Hold	50	–	–	﹤0.01%	1237
2015 Q2	$4K	Hold	50	–	–	﹤0.01%	1249
2015 Q1	$6K	Buy	+50	New	+$6.85K	﹤0.01%	1234

Other funds holding CGRN

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

ARTA

A.R.T. Advisors New York $1.79M AUM 57.47% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

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

United Capital Financial Advisors sold out of Capstone Green Energy Corporation Common Stock (CGRN) in Q4 2015, closing a stake of 50 shares — an estimated $3K sold.

United Capital Financial Advisors first reported a position in CGRN in Q1 2015 and held it in 3 quarters. The position peaked at $6K in Q1 2015. 40 funds tracked by Wall St. Rank hold CGRN as of Q4 2015.

United Capital Financial Advisors reported no remaining Capstone Green Energy Corporation Common Stock position as of Q4 2015 after selling out during the quarter.
United Capital Financial Advisors sold 50 Capstone Green Energy Corporation Common Stock shares in Q4 2015, an estimated $3K.
United Capital Financial Advisors first reported a position in Capstone Green Energy Corporation Common Stock in Q1 2015 and held it in 3 quarters.
United Capital Financial Advisors's Capstone Green Energy Corporation Common Stock position peaked at $6K in Q1 2015.
40 funds tracked by Wall St. Rank held Capstone Green Energy Corporation Common Stock as of Q4 2015.

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