UCFA
CSG

United Capital Financial Advisors’s CHAMBERS STR PPTYS COM CSG Stock Holding History

United Capital Financial Advisors’s Portfolio CSG Stock Details CSG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-27,228
Closed -$177K – 1334
2015
Q3 		$177K Sell
27,228
-4,400
-14% -$31.4K ﹤0.01% 1170
2015
Q2 		$251K Sell
31,628
-2,500
-7% -$19.5K ﹤0.01% 1125
2015
Q1 		$256K Sell
34,128
-1,600
-4% -$13.1K ﹤0.01% 1112
2014
Q4 		$288K Sell
35,728
-3,000
-8% -$24K ﹤0.01% 985
2014
Q3 		$292K Hold
38,728
– – 0.01% 937
2014
Q2 		$311K Sell
38,728
-8,700
-18% -$68.4K 0.01% 747
2014
Q1 		$369K Buy
+47,428
New +$371K 0.01% 721
2013
Q4 		– Sell
-90,352
Closed -$793K – 798
2013
Q3 		$793K Buy
90,352
+18,888
+26% +$159K 0.03% 370
2013
Q2 		$715K Buy
+71,464
New +$681K 0.02% 454

Other funds holding CSG

BL
BCWM LLC Overland Park, Kansas $353M AUM 20.1% 1-Year Est. Return
MAM
Meeder Asset Management Dublin, Ohio $1.75B AUM 34.85% 1-Year Est. Return

United Capital Financial Advisors's CSG Position: Q4 2015 in Review

United Capital Financial Advisors sold out of CHAMBERS STR PPTYS COM (CSG) in Q4 2015, closing a stake of 27,228 shares — an estimated $177K sold.

United Capital Financial Advisors first reported a position in CSG in Q2 2013 and held it in 9 quarters. The position peaked at $793K in Q3 2013. 2 funds tracked by Wall St. Rank hold CSG as of Q4 2015.

  • United Capital Financial Advisors reported no remaining CHAMBERS STR PPTYS COM position as of Q4 2015 after selling out during the quarter.
  • United Capital Financial Advisors sold 27,228 CHAMBERS STR PPTYS COM shares in Q4 2015, an estimated $177K.
  • United Capital Financial Advisors first reported a position in CHAMBERS STR PPTYS COM in Q2 2013 and held it in 9 quarters.
  • United Capital Financial Advisors's CHAMBERS STR PPTYS COM position peaked at $793K in Q3 2013.
  • 2 funds tracked by Wall St. Rank held CHAMBERS STR PPTYS COM as of Q4 2015.

Based on United Capital Financial Advisors's 13F filing for Q4 2015, filed 11 Feb 2016.