UCFA
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United Capital Financial Advisors’s Compass Diversified CODI Stock Holding History

United Capital Financial Advisors’s Portfolio CODI Stock Details CODI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-13,330
Closed -$219K – 1315
2018
Q1 		$219K Buy
+13,330
New +$219K ﹤0.01% 1209