UCFA
DWRE

United Capital Financial Advisors’s DEMANDWARE INC COM STK (DE) DWRE Stock Holding History

United Capital Financial Advisors’s Portfolio DWRE Stock Details DWRE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-7,333
Closed -$340K – 810
2013
Q3 		$340K Hold
7,333
– – 0.01% 532
2013
Q2 		$311K Buy
+7,333
New +$222K 0.01% 592

Other funds holding DWRE

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
CWAM
Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
CCI
Columbus Circle Investors $2.28B AUM 135.57% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

United Capital Financial Advisors's DWRE Position: Q4 2013 in Review

United Capital Financial Advisors sold out of DEMANDWARE INC COM STK (DE) (DWRE) in Q4 2013, closing a stake of 7,333 shares — an estimated $340K sold.

United Capital Financial Advisors first reported a position in DWRE in Q2 2013 and held it in 2 quarters. The position peaked at $340K in Q3 2013. 126 funds tracked by Wall St. Rank hold DWRE as of Q4 2013.

  • United Capital Financial Advisors reported no remaining DEMANDWARE INC COM STK (DE) position as of Q4 2013 after selling out during the quarter.
  • United Capital Financial Advisors sold 7,333 DEMANDWARE INC COM STK (DE) shares in Q4 2013, an estimated $340K.
  • United Capital Financial Advisors first reported a position in DEMANDWARE INC COM STK (DE) in Q2 2013 and held it in 2 quarters.
  • United Capital Financial Advisors's DEMANDWARE INC COM STK (DE) position peaked at $340K in Q3 2013.
  • 126 funds tracked by Wall St. Rank held DEMANDWARE INC COM STK (DE) as of Q4 2013.

Based on United Capital Financial Advisors's 13F filing for Q4 2013, filed 13 Feb 2014.