United Capital Financial Advisors’s DST Systems Inc. DST Stock Holding History

United Capital Financial Advisors’s Portfolio DST Stock Details DST Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell	-13,192	Closed	-$778K	–	1358
2016 Q3	$778K	Sell	13,192 -782	-6%	-$47.3K	0.01%	841
2016 Q2	$810K	Buy	13,974 +844	+6%	+$49.5K	0.01%	790
2016 Q1	$740K	Buy	13,130 +1,116	+9%	+$59.5K	0.01%	778
2015 Q4	$685K	Buy	12,014 +4,464	+59%	+$263K	0.01%	795
2015 Q3	$397K	Buy	7,550 +1,934	+34%	+$108K	﹤0.01%	967
2015 Q2	$354K	Buy	5,616 +302	+6%	+$17.9K	﹤0.01%	1028
2015 Q1	$306K	Buy	+5,314	New	+$273K	﹤0.01%	1063

Other funds holding DST

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LCOV

London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

United Capital Financial Advisors's DST Position: Q4 2016 in Review

United Capital Financial Advisors sold out of DST Systems Inc. (DST) in Q4 2016, closing a stake of 13,192 shares — an estimated $778K sold.

United Capital Financial Advisors first reported a position in DST in Q1 2015 and held it in 7 quarters. The position peaked at $810K in Q2 2016. 305 funds tracked by Wall St. Rank hold DST as of Q4 2016.

United Capital Financial Advisors reported no remaining DST Systems Inc. position as of Q4 2016 after selling out during the quarter.
United Capital Financial Advisors sold 13,192 DST Systems Inc. shares in Q4 2016, an estimated $778K.
United Capital Financial Advisors first reported a position in DST Systems Inc. in Q1 2015 and held it in 7 quarters.
United Capital Financial Advisors's DST Systems Inc. position peaked at $810K in Q2 2016.
305 funds tracked by Wall St. Rank held DST Systems Inc. as of Q4 2016.

Based on United Capital Financial Advisors's 13F filing for Q4 2016, filed 15 Feb 2017.