UCFA
CLC

United Capital Financial Advisors’s Clarcor CLC Stock Holding History

United Capital Financial Advisors’s Portfolio CLC Stock Details CLC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-3,334
Closed -$222K – 1295
2014
Q4 		$222K Hold
3,334
– – ﹤0.01% 1066
2014
Q3 		$210K Buy
+3,334
New +$206K ﹤0.01% 1038
2014
Q1 		– Sell
-3,334
Closed -$215K – 951
2013
Q4 		$215K Buy
+3,334
New +$198K 0.01% 586

Other funds holding CLC

Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

United Capital Financial Advisors's CLC Position: Q1 2015 in Review

United Capital Financial Advisors sold out of Clarcor (CLC) in Q1 2015, closing a stake of 3,334 shares — an estimated $222K sold.

United Capital Financial Advisors first reported a position in CLC in Q4 2013 and held it in 3 quarters. The position peaked at $222K in Q4 2014. 232 funds tracked by Wall St. Rank hold CLC as of Q1 2015.

  • United Capital Financial Advisors reported no remaining Clarcor position as of Q1 2015 after selling out during the quarter.
  • United Capital Financial Advisors sold 3,334 Clarcor shares in Q1 2015, an estimated $222K.
  • United Capital Financial Advisors first reported a position in Clarcor in Q4 2013 and held it in 3 quarters.
  • United Capital Financial Advisors's Clarcor position peaked at $222K in Q4 2014.
  • 232 funds tracked by Wall St. Rank held Clarcor as of Q1 2015.

Based on United Capital Financial Advisors's 13F filing for Q1 2015, filed 14 May 2015.