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United Capital Financial Advisors’s Invesco China Technology ETF CQQQ Stock Holding History

United Capital Financial Advisors’s Portfolio CQQQ Stock Details CQQQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-273,940
Closed -$15.7M – 1314
2017
Q3 		$15.7M Buy
+273,940
New +$14.5M 0.13% 184

Other funds holding CQQQ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RAM
Riggs Asset Management Dallas, Pennsylvania $486M AUM 59.08% 1-Year Est. Return
BFO
Biltmore Family Office Charlotte, North Carolina $716M AUM 21.09% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PIM
Parker Investment Management Menlo Park, California $659M AUM 52.52% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GKWIM
Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.14B AUM 22.62% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

United Capital Financial Advisors's CQQQ Position: Q4 2017 in Review

United Capital Financial Advisors sold out of Invesco China Technology ETF (CQQQ) in Q4 2017, closing a stake of 273,940 shares — an estimated $15.7M sold.

United Capital Financial Advisors first reported a position in CQQQ in Q3 2017 and held it in 1 quarter. The position peaked at $15.7M in Q3 2017. 49 funds tracked by Wall St. Rank hold CQQQ as of Q4 2017.

  • United Capital Financial Advisors reported no remaining Invesco China Technology ETF position as of Q4 2017 after selling out during the quarter.
  • United Capital Financial Advisors sold 273,940 Invesco China Technology ETF shares in Q4 2017, an estimated $15.7M.
  • United Capital Financial Advisors first reported a position in Invesco China Technology ETF in Q3 2017 and held it in 1 quarter.
  • United Capital Financial Advisors's Invesco China Technology ETF position peaked at $15.7M in Q3 2017.
  • 49 funds tracked by Wall St. Rank held Invesco China Technology ETF as of Q4 2017.

Based on United Capital Financial Advisors's 13F filing for Q4 2017, filed 13 Feb 2018.