United Capital Financial Advisors’s Financial Institutions FISI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-10,000	Closed	-$292K	–	1375
2019 Q2	$292K	Hold	10,000	–	–	﹤0.01%	1224
2019 Q1	$272K	Sell	10,000 -3,100	-24%	-$87.2K	﹤0.01%	1163
2018 Q4	$337K	Sell	13,100 -1,300	-9%	-$36.9K	﹤0.01%	1031
2018 Q3	$452K	Sell	14,400 -600	-4%	-$19.4K	﹤0.01%	991
2018 Q2	$494K	Hold	15,000	–	–	﹤0.01%	948
2018 Q1	$444K	Buy	+15,000	New	+$471K	﹤0.01%	985

Other funds holding FISI

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

CNBT

Canandaigua National Bank & Trust Canandaigua, New York $1.19B AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

United Capital Financial Advisors's FISI Position: Q3 2019 in Review

United Capital Financial Advisors sold out of Financial Institutions (FISI) in Q3 2019, closing a stake of 10,000 shares — an estimated $292K sold.

United Capital Financial Advisors first reported a position in FISI in Q1 2018 and held it in 6 quarters. The position peaked at $494K in Q2 2018. 128 funds tracked by Wall St. Rank hold FISI as of Q3 2019.

United Capital Financial Advisors reported no remaining Financial Institutions position as of Q3 2019 after selling out during the quarter.
United Capital Financial Advisors sold 10,000 Financial Institutions shares in Q3 2019, an estimated $292K.
United Capital Financial Advisors first reported a position in Financial Institutions in Q1 2018 and held it in 6 quarters.
United Capital Financial Advisors's Financial Institutions position peaked at $494K in Q2 2018.
128 funds tracked by Wall St. Rank held Financial Institutions as of Q3 2019.

Based on United Capital Financial Advisors's 13F filing for Q3 2019, filed 14 Nov 2019.