UCFA
CONN

United Capital Financial Advisors’s Conn's Inc. CONN Stock Holding History

United Capital Financial Advisors’s Portfolio CONN Stock Details CONN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-45,099
Closed -$1.12M – 1443
2019
Q3 		$1.12M Buy
45,099
+5,364
+13% +$113K 0.01% 713
2019
Q2 		$708K Buy
39,735
+2,973
+8% +$65.3K ﹤0.01% 922
2019
Q1 		$840K Buy
36,762
+12,631
+52% +$272K 0.01% 822
2018
Q4 		$455K Buy
24,131
+710
+3% +$19.2K ﹤0.01% 950
2018
Q3 		$828K Buy
+23,421
New +$838K 0.01% 831

Other funds holding CONN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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 $2.9T AUM 29.55% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Squarepoint
Squarepoint New York $85.1B AUM 20.93% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

United Capital Financial Advisors's CONN Position: Q4 2019 in Review

United Capital Financial Advisors sold out of Conn's Inc. (CONN) in Q4 2019, closing a stake of 45,099 shares — an estimated $1.12M sold.

United Capital Financial Advisors first reported a position in CONN in Q3 2018 and held it in 5 quarters. The position peaked at $1.12M in Q3 2019. 139 funds tracked by Wall St. Rank hold CONN as of Q4 2019.

  • United Capital Financial Advisors reported no remaining Conn's Inc. position as of Q4 2019 after selling out during the quarter.
  • United Capital Financial Advisors sold 45,099 Conn's Inc. shares in Q4 2019, an estimated $1.12M.
  • United Capital Financial Advisors first reported a position in Conn's Inc. in Q3 2018 and held it in 5 quarters.
  • United Capital Financial Advisors's Conn's Inc. position peaked at $1.12M in Q3 2019.
  • 139 funds tracked by Wall St. Rank held Conn's Inc. as of Q4 2019.

Based on United Capital Financial Advisors's 13F filing for Q4 2019, filed 14 Feb 2020.