UCFA
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United Capital Financial Advisors’s Vanguard World Funds Extended Duration ETF EDV Stock Holding History

United Capital Financial Advisors’s Portfolio EDV Stock Details EDV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-151,466
Closed -$18.3M – 1317
2017
Q4 		$18.3M Buy
+151,466
New +$18M 0.14% 164

Other funds holding EDV

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CCP
Cardan Capital Partners Denver, Colorado $893M AUM 22.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CM
Cornerstone Management Duluth, Georgia $695M AUM 12.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PP
Pension Partners New York $72.6M AUM
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
FA
Forefront Analytics West Conshohocken, Pennsylvania $110M AUM 18.54% 1-Year Est. Return
HMC
Harvard Management Company Boston, Massachusetts $1.82B AUM 26.23% 1-Year Est. Return

United Capital Financial Advisors's EDV Position: Q1 2018 in Review

United Capital Financial Advisors sold out of Vanguard World Funds Extended Duration ETF (EDV) in Q1 2018, closing a stake of 151,466 shares — an estimated $18.3M sold.

United Capital Financial Advisors first reported a position in EDV in Q4 2017 and held it in 1 quarter. The position peaked at $18.3M in Q4 2017. 51 funds tracked by Wall St. Rank hold EDV as of Q1 2018.

  • United Capital Financial Advisors reported no remaining Vanguard World Funds Extended Duration ETF position as of Q1 2018 after selling out during the quarter.
  • United Capital Financial Advisors sold 151,466 Vanguard World Funds Extended Duration ETF shares in Q1 2018, an estimated $18.3M.
  • United Capital Financial Advisors first reported a position in Vanguard World Funds Extended Duration ETF in Q4 2017 and held it in 1 quarter.
  • United Capital Financial Advisors's Vanguard World Funds Extended Duration ETF position peaked at $18.3M in Q4 2017.
  • 51 funds tracked by Wall St. Rank held Vanguard World Funds Extended Duration ETF as of Q1 2018.

Based on United Capital Financial Advisors's 13F filing for Q1 2018, filed 15 May 2018.