United Capital Financial Advisors’s WisdomTree US LargeCap Fund EPS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q1	–	Sell	-25,167	Closed	-$582K	–	1228
2015 Q4	$582K	Hold	25,167	–	–	0.01%	851
2015 Q3	$549K	Hold	25,167	–	–	0.01%	866
2015 Q2	$599K	Sell	25,167 -960	-4%	-$23.3K	0.01%	852
2015 Q1	$629K	Hold	26,127	–	–	0.01%	823
2014 Q4	$627K	Hold	26,127	–	–	0.01%	755
2014 Q3	$600K	Buy	+26,127	New	+$601K	0.01%	740
2014 Q2	–	Sell	-29,352	Closed	-$641K	–	832
2014 Q1	$641K	Buy	29,352 +6,024	+26%	+$128K	0.01%	587
2013 Q4	$501K	Buy	+23,328	New	+$480K	0.02%	436

Other funds holding EPS

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

WFG Advisors Dallas, Texas $442M AUM 12.46% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

United Capital Financial Advisors's EPS Position: Q1 2016 in Review

United Capital Financial Advisors sold out of WisdomTree US LargeCap Fund (EPS) in Q1 2016, closing a stake of 25,167 shares — an estimated $582K sold.

United Capital Financial Advisors first reported a position in EPS in Q4 2013 and held it in 8 quarters. The position peaked at $641K in Q1 2014. 29 funds tracked by Wall St. Rank hold EPS as of Q1 2016.

United Capital Financial Advisors reported no remaining WisdomTree US LargeCap Fund position as of Q1 2016 after selling out during the quarter.
United Capital Financial Advisors sold 25,167 WisdomTree US LargeCap Fund shares in Q1 2016, an estimated $582K.
United Capital Financial Advisors first reported a position in WisdomTree US LargeCap Fund in Q4 2013 and held it in 8 quarters.
United Capital Financial Advisors's WisdomTree US LargeCap Fund position peaked at $641K in Q1 2014.
29 funds tracked by Wall St. Rank held WisdomTree US LargeCap Fund as of Q1 2016.

Based on United Capital Financial Advisors's 13F filing for Q1 2016, filed 11 May 2016.