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United Capital Financial Advisors’s First Trust Water ETF FIW Stock Holding History

United Capital Financial Advisors’s Portfolio FIW Stock Details FIW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-6,124
Closed -$255K – 1285
2017
Q1 		$255K Sell
6,124
-657,483
-99% -$26.9M ﹤0.01% 1102
2016
Q4 		$26.3M Buy
+663,607
New +$25.6M 0.26% 84

Other funds holding FIW

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Comerica Bank
Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

United Capital Financial Advisors's FIW Position: Q2 2017 in Review

United Capital Financial Advisors sold out of First Trust Water ETF (FIW) in Q2 2017, closing a stake of 6,124 shares — an estimated $255K sold.

United Capital Financial Advisors first reported a position in FIW in Q4 2016 and held it in 2 quarters. The position peaked at $26.3M in Q4 2016. 52 funds tracked by Wall St. Rank hold FIW as of Q2 2017.

  • United Capital Financial Advisors reported no remaining First Trust Water ETF position as of Q2 2017 after selling out during the quarter.
  • United Capital Financial Advisors sold 6,124 First Trust Water ETF shares in Q2 2017, an estimated $255K.
  • United Capital Financial Advisors first reported a position in First Trust Water ETF in Q4 2016 and held it in 2 quarters.
  • United Capital Financial Advisors's First Trust Water ETF position peaked at $26.3M in Q4 2016.
  • 52 funds tracked by Wall St. Rank held First Trust Water ETF as of Q2 2017.

Based on United Capital Financial Advisors's 13F filing for Q2 2017, filed 14 Aug 2017.