UCFA
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United Capital Financial Advisors’s Fidelity Total Bond ETF FBND Stock Holding History

United Capital Financial Advisors’s Portfolio FBND Stock Details FBND Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-5,958
Closed -$288K – 1234
2015
Q3 		$288K Buy
+5,958
New +$295K ﹤0.01% 1067

Other funds holding FBND

LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
CG
Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return
DWM
Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BAAM
Baker Avenue Asset Management San Francisco, California $4.43B AUM 26.6% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

United Capital Financial Advisors's FBND Position: Q4 2015 in Review

United Capital Financial Advisors sold out of Fidelity Total Bond ETF (FBND) in Q4 2015, closing a stake of 5,958 shares — an estimated $288K sold.

United Capital Financial Advisors first reported a position in FBND in Q3 2015 and held it in 1 quarter. The position peaked at $288K in Q3 2015. 17 funds tracked by Wall St. Rank hold FBND as of Q4 2015.

  • United Capital Financial Advisors reported no remaining Fidelity Total Bond ETF position as of Q4 2015 after selling out during the quarter.
  • United Capital Financial Advisors sold 5,958 Fidelity Total Bond ETF shares in Q4 2015, an estimated $288K.
  • United Capital Financial Advisors first reported a position in Fidelity Total Bond ETF in Q3 2015 and held it in 1 quarter.
  • United Capital Financial Advisors's Fidelity Total Bond ETF position peaked at $288K in Q3 2015.
  • 17 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q4 2015.

Based on United Capital Financial Advisors's 13F filing for Q4 2015, filed 11 Feb 2016.