UCFA
CWH.PRD

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
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-132,750
Closed -$3.25M – 1149
2014
Q2 		$3.25M Hold
132,750
– – 0.06% 302
2014
Q1 		$3.33M Hold
132,750
– – 0.07% 274
2013
Q4 		$2.72M Buy
+132,750
New +$2.72M 0.09% 202
2013
Q3 		– Sell
-132,250
Closed -$3.05M – 785
2013
Q2 		$3.05M Buy
+132,250
New +$3.05M 0.08% 254