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United Capital Financial Advisors’s First Bancorp FBP Stock Holding History

United Capital Financial Advisors’s Portfolio FBP Stock Details FBP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-52,929
Closed -$288K – 840
2014
Q1 		$288K Buy
52,929
+3,610
+7% +$19.1K 0.01% 791
2013
Q4 		$305K Sell
49,319
-7,772
-14% -$44.5K 0.01% 531
2013
Q3 		$324K Buy
+57,091
New +$404K 0.01% 543

Other funds holding FBP

THLTP
Thomas H. Lee (THL) Partners Boston, Massachusetts $205M AUM 1.84% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return
EC
EJF Capital Arlington, Virginia $142M AUM 23.3% 1-Year Est. Return
MCM
Munder Capital Management Birmingham, Michigan $13.4B AUM 18.35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

United Capital Financial Advisors's FBP Position: Q2 2014 in Review

United Capital Financial Advisors sold out of First Bancorp (FBP) in Q2 2014, closing a stake of 52,929 shares — an estimated $288K sold.

United Capital Financial Advisors first reported a position in FBP in Q3 2013 and held it in 3 quarters. The position peaked at $324K in Q3 2013. 130 funds tracked by Wall St. Rank hold FBP as of Q2 2014.

  • United Capital Financial Advisors reported no remaining First Bancorp position as of Q2 2014 after selling out during the quarter.
  • United Capital Financial Advisors sold 52,929 First Bancorp shares in Q2 2014, an estimated $288K.
  • United Capital Financial Advisors first reported a position in First Bancorp in Q3 2013 and held it in 3 quarters.
  • United Capital Financial Advisors's First Bancorp position peaked at $324K in Q3 2013.
  • 130 funds tracked by Wall St. Rank held First Bancorp as of Q2 2014.

Based on United Capital Financial Advisors's 13F filing for Q2 2014, filed 13 Aug 2014.