UCFA
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United Capital Financial Advisors’s Ecopetrol EC Stock Holding History

United Capital Financial Advisors’s Portfolio EC Stock Details EC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-16,851
Closed -$308K – 1362
2019
Q2 		$308K Buy
+16,851
New +$315K ﹤0.01% 1200

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Vanguard Group
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State Street
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PPA
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Legal & General Group
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Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

United Capital Financial Advisors's EC Position: Q3 2019 in Review

United Capital Financial Advisors sold out of Ecopetrol (EC) in Q3 2019, closing a stake of 16,851 shares — an estimated $308K sold.

United Capital Financial Advisors first reported a position in EC in Q2 2019 and held it in 1 quarter. The position peaked at $308K in Q2 2019. 147 funds tracked by Wall St. Rank hold EC as of Q3 2019.

  • United Capital Financial Advisors reported no remaining Ecopetrol position as of Q3 2019 after selling out during the quarter.
  • United Capital Financial Advisors sold 16,851 Ecopetrol shares in Q3 2019, an estimated $308K.
  • United Capital Financial Advisors first reported a position in Ecopetrol in Q2 2019 and held it in 1 quarter.
  • United Capital Financial Advisors's Ecopetrol position peaked at $308K in Q2 2019.
  • 147 funds tracked by Wall St. Rank held Ecopetrol as of Q3 2019.

Based on United Capital Financial Advisors's 13F filing for Q3 2019, filed 14 Nov 2019.