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United Capital Financial Advisors’s DigitalBridge DBRG Stock Holding History

United Capital Financial Advisors’s Portfolio DBRG Stock Details DBRG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-4,494
Closed -$258K – 1224
2015
Q3 		$258K Sell
4,494
-3,360
-43% -$236K ﹤0.01% 1089
2015
Q2 		$581K Buy
7,854
+377
+5% +$32K 0.01% 864
2015
Q1 		$629K Buy
7,477
+1,674
+29% +$152K 0.01% 822
2014
Q4 		$524K Buy
5,803
+503
+9% +$39.8K 0.01% 809
2014
Q3 		$390K Buy
+5,300
New +$399K 0.01% 862

Other funds holding DBRG

MP
MSD Partners New York $82.3M AUM 15.13% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SC
Samlyn Capital New York $5.86B AUM 36.3% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MC
MSD Capital New York $87.3M AUM 21.75% 1-Year Est. Return
NMVA
New Mountain Vantage Advisers New York $4.33B AUM 35.3% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
HCM
Highbridge Capital Management New York $3.09B AUM 31.19% 1-Year Est. Return
SM
Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return

United Capital Financial Advisors's DBRG Position: Q4 2015 in Review

United Capital Financial Advisors sold out of DigitalBridge (DBRG) in Q4 2015, closing a stake of 4,494 shares — an estimated $258K sold.

United Capital Financial Advisors first reported a position in DBRG in Q3 2014 and held it in 5 quarters. The position peaked at $629K in Q1 2015. 218 funds tracked by Wall St. Rank hold DBRG as of Q4 2015.

  • United Capital Financial Advisors reported no remaining DigitalBridge position as of Q4 2015 after selling out during the quarter.
  • United Capital Financial Advisors sold 4,494 DigitalBridge shares in Q4 2015, an estimated $258K.
  • United Capital Financial Advisors first reported a position in DigitalBridge in Q3 2014 and held it in 5 quarters.
  • United Capital Financial Advisors's DigitalBridge position peaked at $629K in Q1 2015.
  • 218 funds tracked by Wall St. Rank held DigitalBridge as of Q4 2015.

Based on United Capital Financial Advisors's 13F filing for Q4 2015, filed 11 Feb 2016.