UCFA
CLNY

United Capital Financial Advisors’s Colony Capital, Inc. CLNY Stock Holding History

United Capital Financial Advisors’s Portfolio CLNY Stock Details CLNY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-15,709
Closed -$352K – 1209
2014
Q3 		$352K Buy
15,709
+1,271
+9% +$28.6K 0.01% 897
2014
Q2 		$335K Buy
14,438
+3,768
+35% +$82.8K 0.01% 737
2014
Q1 		$234K Buy
+10,670
New +$235K 0.01% 843

Other funds holding CLNY

EC
EJF Capital Arlington, Virginia $142M AUM 23.3% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SCM
SAB Capital Management New York $4.44M AUM 12.21% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 17.47% 1-Year Est. Return
TG
TCW Group Los Angeles, California $14.9B AUM 46.29% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
SCM
Sirios Capital Management Boston, Massachusetts $825M AUM 50.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

United Capital Financial Advisors's CLNY Position: Q4 2014 in Review

United Capital Financial Advisors sold out of Colony Capital, Inc. (CLNY) in Q4 2014, closing a stake of 15,709 shares — an estimated $352K sold.

United Capital Financial Advisors first reported a position in CLNY in Q1 2014 and held it in 3 quarters. The position peaked at $352K in Q3 2014. 211 funds tracked by Wall St. Rank hold CLNY as of Q4 2014.

  • United Capital Financial Advisors reported no remaining Colony Capital, Inc. position as of Q4 2014 after selling out during the quarter.
  • United Capital Financial Advisors sold 15,709 Colony Capital, Inc. shares in Q4 2014, an estimated $352K.
  • United Capital Financial Advisors first reported a position in Colony Capital, Inc. in Q1 2014 and held it in 3 quarters.
  • United Capital Financial Advisors's Colony Capital, Inc. position peaked at $352K in Q3 2014.
  • 211 funds tracked by Wall St. Rank held Colony Capital, Inc. as of Q4 2014.

Based on United Capital Financial Advisors's 13F filing for Q4 2014, filed 13 Feb 2015.