UCFA
DSKE

United Capital Financial Advisors’s Daseke, Inc. Common Stock DSKE Stock Holding History

United Capital Financial Advisors’s Portfolio DSKE Stock Details DSKE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-20,000
Closed -$50K – 1446
2019
Q3 		$50K Hold
20,000
– – ﹤0.01% 1267
2019
Q2 		$72K Hold
20,000
– – ﹤0.01% 1420
2019
Q1 		$102K Buy
+20,000
New +$90.2K ﹤0.01% 1309

Other funds holding DSKE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WIM
Wittenberg Investment Management Carlisle, Massachusetts $269M AUM 28.17% 1-Year Est. Return
ECP
Elk Creek Partners Denver, Colorado $582M AUM 10.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

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

United Capital Financial Advisors sold out of Daseke, Inc. Common Stock (DSKE) in Q4 2019, closing a stake of 20,000 shares — an estimated $50K sold.

United Capital Financial Advisors first reported a position in DSKE in Q1 2019 and held it in 3 quarters. The position peaked at $102K in Q1 2019. 78 funds tracked by Wall St. Rank hold DSKE as of Q4 2019.

  • United Capital Financial Advisors reported no remaining Daseke, Inc. Common Stock position as of Q4 2019 after selling out during the quarter.
  • United Capital Financial Advisors sold 20,000 Daseke, Inc. Common Stock shares in Q4 2019, an estimated $50K.
  • United Capital Financial Advisors first reported a position in Daseke, Inc. Common Stock in Q1 2019 and held it in 3 quarters.
  • United Capital Financial Advisors's Daseke, Inc. Common Stock position peaked at $102K in Q1 2019.
  • 78 funds tracked by Wall St. Rank held Daseke, Inc. Common Stock as of Q4 2019.

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