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United Capital Financial Advisors’s VanEck Oil Refiners ETF CRAK Stock Holding History

United Capital Financial Advisors’s Portfolio CRAK Stock Details CRAK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-157,529
Closed -$5.6M – 1298
2018
Q3 		$5.6M Sell
157,529
-13,137
-8% -$445K 0.04% 413
2018
Q2 		$5.41M Sell
170,666
-96,173
-36% -$3.09M 0.04% 406
2018
Q1 		$7.98M Buy
+266,839
New +$8.08M 0.06% 337

Other funds holding CRAK

ACM
Arlington Capital Management Arlington Heights, Illinois $161M AUM 38.38% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JIR
James Investment Research Alpha, Ohio $984M AUM 36.03% 1-Year Est. Return
VDI
Vaughan David Investments Peoria, Illinois $4.73B AUM 19.55% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
CLOS
Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland $8.13B AUM 26.03% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

United Capital Financial Advisors's CRAK Position: Q4 2018 in Review

United Capital Financial Advisors sold out of VanEck Oil Refiners ETF (CRAK) in Q4 2018, closing a stake of 157,529 shares — an estimated $5.6M sold.

United Capital Financial Advisors first reported a position in CRAK in Q1 2018 and held it in 3 quarters. The position peaked at $7.98M in Q1 2018. 11 funds tracked by Wall St. Rank hold CRAK as of Q4 2018.

  • United Capital Financial Advisors reported no remaining VanEck Oil Refiners ETF position as of Q4 2018 after selling out during the quarter.
  • United Capital Financial Advisors sold 157,529 VanEck Oil Refiners ETF shares in Q4 2018, an estimated $5.6M.
  • United Capital Financial Advisors first reported a position in VanEck Oil Refiners ETF in Q1 2018 and held it in 3 quarters.
  • United Capital Financial Advisors's VanEck Oil Refiners ETF position peaked at $7.98M in Q1 2018.
  • 11 funds tracked by Wall St. Rank held VanEck Oil Refiners ETF as of Q4 2018.

Based on United Capital Financial Advisors's 13F filing for Q4 2018, filed 14 Feb 2019.