UCFA
EUHY

United Capital Financial Advisors’s iShares Euro High Yield Corporate Bond USD Hedged ETF EUHY Stock Holding History

United Capital Financial Advisors’s Portfolio EUHY Stock Details EUHY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-6,106
Closed -$327K – 1331
2017
Q3 		$327K Buy
6,106
+935
+18% +$49.4K ﹤0.01% 1084
2017
Q2 		$264K Sell
5,171
-520
-9% -$25.5K ﹤0.01% 1113
2017
Q1 		$267K Sell
5,691
-3,477
-38% -$162K ﹤0.01% 1089
2016
Q4 		$420K Sell
9,168
-9,969
-52% -$462K ﹤0.01% 975
2016
Q3 		$919K Sell
19,137
-5,017
-21% -$239K 0.01% 792
2016
Q2 		$1.11M Sell
24,154
-4,218
-15% -$200K 0.01% 708
2016
Q1 		$1.34M Sell
28,372
-3,349
-11% -$149K 0.01% 630
2015
Q4 		$1.41M Buy
31,721
+626
+2% +$28.7K 0.02% 614
2015
Q3 		$1.42M Buy
31,095
+1,922
+7% +$89.9K 0.02% 604
2015
Q2 		$1.37M Sell
29,173
-2,878
-9% -$137K 0.02% 666
2015
Q1 		$1.56M Buy
+32,051
New +$1.54M 0.02% 622

Other funds holding EUHY

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
WI
WBI Investments Red Bank, New Jersey $362M AUM 23.75% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
FIM
Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

United Capital Financial Advisors's EUHY Position: Q4 2017 in Review

United Capital Financial Advisors sold out of iShares Euro High Yield Corporate Bond USD Hedged ETF (EUHY) in Q4 2017, closing a stake of 6,106 shares — an estimated $327K sold.

United Capital Financial Advisors first reported a position in EUHY in Q1 2015 and held it in 11 quarters. The position peaked at $1.56M in Q1 2015. 36 funds tracked by Wall St. Rank hold EUHY as of Q4 2017.

  • United Capital Financial Advisors reported no remaining iShares Euro High Yield Corporate Bond USD Hedged ETF position as of Q4 2017 after selling out during the quarter.
  • United Capital Financial Advisors sold 6,106 iShares Euro High Yield Corporate Bond USD Hedged ETF shares in Q4 2017, an estimated $327K.
  • United Capital Financial Advisors first reported a position in iShares Euro High Yield Corporate Bond USD Hedged ETF in Q1 2015 and held it in 11 quarters.
  • United Capital Financial Advisors's iShares Euro High Yield Corporate Bond USD Hedged ETF position peaked at $1.56M in Q1 2015.
  • 36 funds tracked by Wall St. Rank held iShares Euro High Yield Corporate Bond USD Hedged ETF as of Q4 2017.

Based on United Capital Financial Advisors's 13F filing for Q4 2017, filed 13 Feb 2018.