Fund Activity
Fund Portfolios
Latest stock portfolios of the world's best investors and hedge funds
Fund Trends
Stocks ranked by hedge fund and large institutional investor activity
Large Buys & Sells
Recent large buys and sells by hedge funds and large institutional investors
Analyst Outlook
Analyst Upside
Stocks ranked by analyst price target upside potential
Latest Price Targets
Latest analyst price targets & ratings by research analysts
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Research analysts, their latest ratings and performance metrics
Analyst Firms
Research analyst firms, their latest ratings and performance metrics
WSR Indexes
Fund Manager Index
Stock index based on fund manager activity updated each quarter
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UCFA
DWTI
United Capital Financial Advisors’s
VelocityShares 3x Inverse Crude ETN linked to the S&P GSCI Crude Oil Index Excess Return
DWTI
Stock Holding History
United Capital Financial Advisors’s Portfolio
DWTI Stock Details
DWTI Fund Activity
Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Shares
Change %
Capital Flow
Portfolio Weight
Portfolio Position
2016
Q2
–
Sell
-15,180
Closed
-$2.42M
–
1329
2016
Q1
$2.42M
Buy
15,180
+2,072
+
16
%
+$330K
0.03%
489
2015
Q4
$2.62M
Buy
13,108
+941
+
8
%
+$188K
0.03%
492
2015
Q3
$1.3M
Buy
+12,167
New
+$1.3M
0.02%
621
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Fund Activity
Fund Portfolios
Latest stock portfolios of the world's best investors and hedge funds
Fund Trends
Stocks ranked by hedge fund and large institutional investor activity
Large Buys & Sells
Recent large buys and sells by hedge funds and large institutional investors
Analyst Outlook
Analyst Upside
Stocks ranked by analyst price target upside potential
Latest Price Targets
Latest analyst price targets & ratings by research analysts
Analysts
Research analysts, their latest ratings and performance metrics
Analyst Firms
Research analyst firms, their latest ratings and performance metrics
WSR Indexes
Fund Manager Index
Stock index based on fund manager activity updated each quarter
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