UCFA
DISCK

United Capital Financial Advisors’s Discovery, Inc. Series C Common Stock DISCK Stock Holding History

United Capital Financial Advisors’s Portfolio DISCK Stock Details DISCK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-35,243
Closed -$998K – 1322
2017
Q1 		$998K Buy
35,243
+16,807
+91% +$476K 0.01% 745
2016
Q4 		$494K Sell
18,436
-9,173
-33% -$246K ﹤0.01% 939
2016
Q3 		$726K Buy
27,609
+1,499
+6% +$39.4K 0.01% 862
2016
Q2 		$627K Buy
+26,110
New +$627K 0.01% 855