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 Change in
Stake 		Trade Value 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 +$2.8M 0.09% 202
2013
Q3 		– Sell
-132,250
Closed -$3.05M – 785
2013
Q2 		$3.05M Buy
+132,250
New +$3.13M 0.08% 254

United Capital Financial Advisors's CWH.PRD Position: Q3 2014 in Review

United Capital Financial Advisors sold out of COMMONWEALTH REIT 6.50% PFD CUMV CONV SHS SER D (CWH.PRD) in Q3 2014, closing a stake of 132,750 shares — an estimated $3.25M sold.

United Capital Financial Advisors first reported a position in CWH.PRD in Q2 2013 and held it in 4 quarters. The position peaked at $3.33M in Q1 2014. 0 funds tracked by Wall St. Rank hold CWH.PRD as of Q3 2014.

  • United Capital Financial Advisors reported no remaining COMMONWEALTH REIT 6.50% PFD CUMV CONV SHS SER D position as of Q3 2014 after selling out during the quarter.
  • United Capital Financial Advisors sold 132,750 COMMONWEALTH REIT 6.50% PFD CUMV CONV SHS SER D shares in Q3 2014, an estimated $3.25M.
  • United Capital Financial Advisors first reported a position in COMMONWEALTH REIT 6.50% PFD CUMV CONV SHS SER D in Q2 2013 and held it in 4 quarters.
  • United Capital Financial Advisors's COMMONWEALTH REIT 6.50% PFD CUMV CONV SHS SER D position peaked at $3.33M in Q1 2014.
  • 0 funds tracked by Wall St. Rank held COMMONWEALTH REIT 6.50% PFD CUMV CONV SHS SER D as of Q3 2014.

Based on United Capital Financial Advisors's 13F filing for Q3 2014, filed 13 Nov 2014.