UCFA
CSE

United Capital Financial Advisors’s CAPITALSOURCE INC CSE Stock Holding History

United Capital Financial Advisors’s Portfolio CSE Stock Details CSE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		– Sell
-467,787
Closed -$4.39M – 787
2013
Q2 		$4.39M Buy
+467,787
New +$4.34M 0.12% 210

Other funds holding CSE

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 $3.37T AUM 44.26% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
CCMLC
Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return
WIC
Water Island Capital New York $896M AUM 107.59% 1-Year Est. Return

United Capital Financial Advisors's CSE Position: Q3 2013 in Review

United Capital Financial Advisors sold out of CAPITALSOURCE INC (CSE) in Q3 2013, closing a stake of 467,787 shares — an estimated $4.39M sold.

United Capital Financial Advisors first reported a position in CSE in Q2 2013 and held it in 1 quarter. The position peaked at $4.39M in Q2 2013. 169 funds tracked by Wall St. Rank hold CSE as of Q3 2013.

  • United Capital Financial Advisors reported no remaining CAPITALSOURCE INC position as of Q3 2013 after selling out during the quarter.
  • United Capital Financial Advisors sold 467,787 CAPITALSOURCE INC shares in Q3 2013, an estimated $4.39M.
  • United Capital Financial Advisors first reported a position in CAPITALSOURCE INC in Q2 2013 and held it in 1 quarter.
  • United Capital Financial Advisors's CAPITALSOURCE INC position peaked at $4.39M in Q2 2013.
  • 169 funds tracked by Wall St. Rank held CAPITALSOURCE INC as of Q3 2013.

Based on United Capital Financial Advisors's 13F filing for Q3 2013, filed 14 Nov 2013.