UCFA
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United Capital Financial Advisors’s Flex FLEX Stock Holding History

United Capital Financial Advisors’s Portfolio FLEX Stock Details FLEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-108,871
Closed -$920K – 1230
2015
Q4 		$920K Buy
+108,871
New +$920K 0.01% 718