United Capital Financial Advisors’s COMMONWEALTH REIT 6.50% PFD CUMV CONV SHS SER D CWH.PRD Stock Holding History

United Capital Financial Advisors’s Portfolio CWH.PRD Stock Details CWH.PRD Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q3	–	Sell
2014 Q2	$3.25M	Hold
2014 Q1	$3.33M	Hold
2013 Q4	$2.72M	Buy
2013 Q3	–	Sell
2013 Q2	$3.05M	Buy