UCFA
CMCSK

United Capital Financial Advisors’s COMCAST CORP SPL A (NEW) CMCSK Stock Holding History

United Capital Financial Advisors’s Portfolio CMCSK Stock Details CMCSK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-3,639
Closed -$208K – 1341
2015
Q3 		$208K Sell
3,639
-437
-11% -$25K ﹤0.01% 1149
2015
Q2 		$244K Sell
4,076
-460
-10% -$27.5K ﹤0.01% 1128
2015
Q1 		$261K Sell
4,536
-103
-2% -$5.93K ﹤0.01% 1104
2014
Q4 		$267K Buy
4,639
+472
+11% +$27.2K ﹤0.01% 1008
2014
Q3 		$223K Buy
+4,167
New +$223K ﹤0.01% 1014

Other funds holding CMCSK

SAC
Smith Affiliated Capital New York $86.5B AUM 5.91% 1-Year Est. Return
BIC
Bridges Investment Counsel Omaha, Nebraska $181M AUM 21.67% 1-Year Est. Return
YIA
YHB Investment Advisors West Hartford, Connecticut $1.56B AUM 27.39% 1-Year Est. Return
DAM
Doheny Asset Management Los Angeles, California $153M AUM 42.04% 1-Year Est. Return
BWA
Burt Wealth Advisors North Bethesda, Maryland $407M AUM 11.98% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

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

United Capital Financial Advisors sold out of COMCAST CORP SPL A (NEW) (CMCSK) in Q4 2015, closing a stake of 3,639 shares — an estimated $208K sold.

United Capital Financial Advisors first reported a position in CMCSK in Q3 2014 and held it in 5 quarters. The position peaked at $267K in Q4 2014. 5 funds tracked by Wall St. Rank hold CMCSK as of Q4 2015.

  • United Capital Financial Advisors reported no remaining COMCAST CORP SPL A (NEW) position as of Q4 2015 after selling out during the quarter.
  • United Capital Financial Advisors sold 3,639 COMCAST CORP SPL A (NEW) shares in Q4 2015, an estimated $208K.
  • United Capital Financial Advisors first reported a position in COMCAST CORP SPL A (NEW) in Q3 2014 and held it in 5 quarters.
  • United Capital Financial Advisors's COMCAST CORP SPL A (NEW) position peaked at $267K in Q4 2014.
  • 5 funds tracked by Wall St. Rank held COMCAST CORP SPL A (NEW) as of Q4 2015.

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