UCFA
EJ

United Capital Financial Advisors’s E HOUSE (CHINA) HOLDINGS LIMITED EJ Stock Holding History

United Capital Financial Advisors’s Portfolio EJ Stock Details EJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-82,745
Closed -$665K – 1141
2014
Q2 		$665K Buy
82,745
+16,177
+24% +$142K 0.01% 640
2014
Q1 		$747K Buy
66,568
+7,581
+13% +$93.7K 0.02% 547
2013
Q4 		$826K Buy
+58,987
New +$595K 0.03% 360

Other funds holding EJ

KM
Kylin Management New York $173M AUM 39.51% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
SC
Sculptor Capital New York $9.61B AUM 27.5% 1-Year Est. Return
BTP
Bloom Tree Partners New York $215M AUM 17.45% 1-Year Est. Return
RFS
Rockefeller Financial Services New York $6.34B AUM 33.57% 1-Year Est. Return
HIM
Hermes Investment Management London Uk, United Kingdom $7.52B AUM 20.67% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

United Capital Financial Advisors's EJ Position: Q3 2014 in Review

United Capital Financial Advisors sold out of E HOUSE (CHINA) HOLDINGS LIMITED (EJ) in Q3 2014, closing a stake of 82,745 shares — an estimated $665K sold.

United Capital Financial Advisors first reported a position in EJ in Q4 2013 and held it in 3 quarters. The position peaked at $826K in Q4 2013. 96 funds tracked by Wall St. Rank hold EJ as of Q3 2014.

  • United Capital Financial Advisors reported no remaining E HOUSE (CHINA) HOLDINGS LIMITED position as of Q3 2014 after selling out during the quarter.
  • United Capital Financial Advisors sold 82,745 E HOUSE (CHINA) HOLDINGS LIMITED shares in Q3 2014, an estimated $665K.
  • United Capital Financial Advisors first reported a position in E HOUSE (CHINA) HOLDINGS LIMITED in Q4 2013 and held it in 3 quarters.
  • United Capital Financial Advisors's E HOUSE (CHINA) HOLDINGS LIMITED position peaked at $826K in Q4 2013.
  • 96 funds tracked by Wall St. Rank held E HOUSE (CHINA) HOLDINGS LIMITED as of Q3 2014.

Based on United Capital Financial Advisors's 13F filing for Q3 2014, filed 13 Nov 2014.