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 Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-35,243
Closed -$998K – 1322
2017
Q1 		$998K Buy
35,243
+16,807
+91% +$460K 0.01% 745
2016
Q4 		$494K Sell
18,436
-9,173
-33% -$242K ﹤0.01% 939
2016
Q3 		$726K Buy
27,609
+1,499
+6% +$37.2K 0.01% 862
2016
Q2 		$627K Buy
+26,110
New +$689K 0.01% 855

Other funds holding DISCK

BBHC
Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
TSW
Thompson Siegel & Walmsley Richmond, Virginia $5.7B AUM 6.69% 1-Year Est. Return
SCP
Seizert Capital Partners Birmingham, Michigan $2.42B AUM 22.12% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return

United Capital Financial Advisors's DISCK Position: Q2 2017 in Review

United Capital Financial Advisors sold out of Discovery, Inc. Series C Common Stock (DISCK) in Q2 2017, closing a stake of 35,243 shares — an estimated $998K sold.

United Capital Financial Advisors first reported a position in DISCK in Q2 2016 and held it in 4 quarters. The position peaked at $998K in Q1 2017. 399 funds tracked by Wall St. Rank hold DISCK as of Q2 2017.

  • United Capital Financial Advisors reported no remaining Discovery, Inc. Series C Common Stock position as of Q2 2017 after selling out during the quarter.
  • United Capital Financial Advisors sold 35,243 Discovery, Inc. Series C Common Stock shares in Q2 2017, an estimated $998K.
  • United Capital Financial Advisors first reported a position in Discovery, Inc. Series C Common Stock in Q2 2016 and held it in 4 quarters.
  • United Capital Financial Advisors's Discovery, Inc. Series C Common Stock position peaked at $998K in Q1 2017.
  • 399 funds tracked by Wall St. Rank held Discovery, Inc. Series C Common Stock as of Q2 2017.

Based on United Capital Financial Advisors's 13F filing for Q2 2017, filed 14 Aug 2017.