United Capital Financial Advisors’s Endurance Specialty Holdings Ltd ENH Stock Holding History

United Capital Financial Advisors’s Portfolio ENH Stock Details ENH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q1	–	Sell	-4,035	Closed	-$241K	–	1294
2014 Q4	$241K	Sell	4,035 -7,602	-65%	-$437K	﹤0.01%	1037
2014 Q3	$642K	Sell	11,637 -4,000	-26%	-$221K	0.01%	718
2014 Q2	$807K	Buy	15,637 +11,719	+299%	+$609K	0.02%	599
2014 Q1	$211K	Buy	+3,918	New	+$208K	﹤0.01%	860
2013 Q3	–	Sell	-8,024	Closed	-$413K	–	774
2013 Q2	$413K	Buy	+8,024	New	+$396K	0.01%	539

Other funds holding ENH

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

SCM

Sterling Capital Management Charlotte, North Carolina $5.9B AUM 29.63% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return

ACA

Anchor Capital Advisors Boston, Massachusetts $3.56B AUM 21.74% 1-Year Est. Return

United Capital Financial Advisors's ENH Position: Q1 2015 in Review

United Capital Financial Advisors sold out of Endurance Specialty Holdings Ltd (ENH) in Q1 2015, closing a stake of 4,035 shares — an estimated $241K sold.

United Capital Financial Advisors first reported a position in ENH in Q2 2013 and held it in 5 quarters. The position peaked at $807K in Q2 2014. 213 funds tracked by Wall St. Rank hold ENH as of Q1 2015.

United Capital Financial Advisors reported no remaining Endurance Specialty Holdings Ltd position as of Q1 2015 after selling out during the quarter.
United Capital Financial Advisors sold 4,035 Endurance Specialty Holdings Ltd shares in Q1 2015, an estimated $241K.
United Capital Financial Advisors first reported a position in Endurance Specialty Holdings Ltd in Q2 2013 and held it in 5 quarters.
United Capital Financial Advisors's Endurance Specialty Holdings Ltd position peaked at $807K in Q2 2014.
213 funds tracked by Wall St. Rank held Endurance Specialty Holdings Ltd as of Q1 2015.

Based on United Capital Financial Advisors's 13F filing for Q1 2015, filed 14 May 2015.