UCFA
DALN

United Capital Financial Advisors’s DallasNews DALN Stock Holding History

United Capital Financial Advisors’s Portfolio DALN Stock Details DALN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-7,048
Closed -$141K – 1225
2015
Q4 		$141K Buy
7,048
+1,690
+32% +$36.3K ﹤0.01% 1157
2015
Q3 		$106K Sell
5,358
-436
-8% -$8.73K ﹤0.01% 1206
2015
Q2 		$130K Buy
5,794
+1,463
+34% +$38.4K ﹤0.01% 1217
2015
Q1 		$116K Buy
4,331
+1,424
+49% +$51.5K ﹤0.01% 1217
2014
Q4 		$121K Buy
+2,907
New +$135K ﹤0.01% 1128

Other funds holding DALN

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
NSIM
North Star Investment Management Chicago, Illinois $1.84B AUM 28.81% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return
HCM
Hodges Capital Management Dallas, Texas $1.51B AUM 85.85% 1-Year Est. Return
MA
Minerva Advisors Bala Cynwyd, Pennsylvania $155M AUM 35.49% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

United Capital Financial Advisors's DALN Position: Q1 2016 in Review

United Capital Financial Advisors sold out of DallasNews (DALN) in Q1 2016, closing a stake of 7,048 shares — an estimated $141K sold.

United Capital Financial Advisors first reported a position in DALN in Q4 2014 and held it in 5 quarters. The position peaked at $141K in Q4 2015. 70 funds tracked by Wall St. Rank hold DALN as of Q1 2016.

  • United Capital Financial Advisors reported no remaining DallasNews position as of Q1 2016 after selling out during the quarter.
  • United Capital Financial Advisors sold 7,048 DallasNews shares in Q1 2016, an estimated $141K.
  • United Capital Financial Advisors first reported a position in DallasNews in Q4 2014 and held it in 5 quarters.
  • United Capital Financial Advisors's DallasNews position peaked at $141K in Q4 2015.
  • 70 funds tracked by Wall St. Rank held DallasNews as of Q1 2016.

Based on United Capital Financial Advisors's 13F filing for Q1 2016, filed 11 May 2016.