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United Capital Financial Advisors’s Canadian Solar CSIQ Stock Holding History

United Capital Financial Advisors’s Portfolio CSIQ Stock Details CSIQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-12,491
Closed -$152K – 1246
2016
Q4 		$152K Sell
12,491
-3,756
-23% -$49.1K ﹤0.01% 1212
2016
Q3 		$223K Sell
16,247
-1,186
-7% -$16.3K ﹤0.01% 1162
2016
Q2 		$261K Buy
+17,433
New +$302K ﹤0.01% 1080
2015
Q1 		– Sell
-33,631
Closed -$814K – 1241
2014
Q4 		$814K Buy
+33,631
New +$915K 0.01% 695
2014
Q3 		– Sell
-28,975
Closed -$906K – 1099
2014
Q2 		$906K Sell
28,975
-58,460
-67% -$1.58M 0.02% 578
2014
Q1 		$2.8M Buy
87,435
+61,611
+239% +$2.31M 0.06% 303
2013
Q4 		$770K Buy
+25,824
New +$683K 0.03% 368

Other funds holding CSIQ

DnB Asset Management
DnB Asset Management Oslo, Norway $28B AUM 26% 1-Year Est. Return
QAM
Quentec Asset Management New York $634M AUM 22.87% 1-Year Est. Return
GG
GCM Grosvenor Chicago, Illinois $411M AUM 7.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LPC
Lion Point Capital New York $16.7M AUM 119.35% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
RL
Ruffer LLP London, United Kingdom $2.44B AUM 44.75% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
PGCM
Prescott Group Capital Management Tulsa, Oklahoma $1B AUM 51.95% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

United Capital Financial Advisors's CSIQ Position: Q1 2017 in Review

United Capital Financial Advisors sold out of Canadian Solar (CSIQ) in Q1 2017, closing a stake of 12,491 shares — an estimated $152K sold.

United Capital Financial Advisors first reported a position in CSIQ in Q4 2013 and held it in 7 quarters. The position peaked at $2.8M in Q1 2014. 99 funds tracked by Wall St. Rank hold CSIQ as of Q1 2017.

  • United Capital Financial Advisors reported no remaining Canadian Solar position as of Q1 2017 after selling out during the quarter.
  • United Capital Financial Advisors sold 12,491 Canadian Solar shares in Q1 2017, an estimated $152K.
  • United Capital Financial Advisors first reported a position in Canadian Solar in Q4 2013 and held it in 7 quarters.
  • United Capital Financial Advisors's Canadian Solar position peaked at $2.8M in Q1 2014.
  • 99 funds tracked by Wall St. Rank held Canadian Solar as of Q1 2017.

Based on United Capital Financial Advisors's 13F filing for Q1 2017, filed 12 May 2017.