UCFA
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United Capital Financial Advisors’s Diodes DIOD Stock Holding History

United Capital Financial Advisors’s Portfolio DIOD Stock Details DIOD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-26,848
Closed -$1.08M – 1386
2019
Q3 		$1.08M Buy
+26,848
New +$1.04M 0.01% 723

Other funds holding DIOD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

United Capital Financial Advisors's DIOD Position: Q4 2019 in Review

United Capital Financial Advisors sold out of Diodes (DIOD) in Q4 2019, closing a stake of 26,848 shares — an estimated $1.08M sold.

United Capital Financial Advisors first reported a position in DIOD in Q3 2019 and held it in 1 quarter. The position peaked at $1.08M in Q3 2019. 240 funds tracked by Wall St. Rank hold DIOD as of Q4 2019.

  • United Capital Financial Advisors reported no remaining Diodes position as of Q4 2019 after selling out during the quarter.
  • United Capital Financial Advisors sold 26,848 Diodes shares in Q4 2019, an estimated $1.08M.
  • United Capital Financial Advisors first reported a position in Diodes in Q3 2019 and held it in 1 quarter.
  • United Capital Financial Advisors's Diodes position peaked at $1.08M in Q3 2019.
  • 240 funds tracked by Wall St. Rank held Diodes as of Q4 2019.

Based on United Capital Financial Advisors's 13F filing for Q4 2019, filed 14 Feb 2020.