UCFA
FM

United Capital Financial Advisors’s iShares Frontier and Select EM ETF FM Stock Holding History

United Capital Financial Advisors’s Portfolio FM Stock Details FM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-151,297
Closed -$4.48M – 1555
2019
Q2 		$4.48M Sell
151,297
-820
-0.5% -$23.6K 0.03% 443
2019
Q1 		$4.33M Sell
152,117
-1,576
-1% -$44.5K 0.03% 445
2018
Q4 		$4.02M Sell
153,693
-708
-0.5% -$19.3K 0.03% 417
2018
Q3 		$4.39M Buy
154,401
+3,399
+2% +$97.6K 0.03% 457
2018
Q2 		$4.35M Sell
151,002
-215,899
-59% -$6.95M 0.03% 441
2018
Q1 		$12.9M Buy
366,901
+96,262
+36% +$3.35M 0.1% 234
2017
Q4 		$8.96M Buy
270,639
+107,405
+66% +$3.47M 0.07% 314
2017
Q3 		$5.11M Sell
163,234
-1,965
-1% -$59K 0.04% 392
2017
Q2 		$4.72M Sell
165,199
-3,264
-2% -$94.4K 0.04% 389
2017
Q1 		$4.67M Sell
168,463
-2,589
-2% -$71.2K 0.04% 376
2016
Q4 		$4.25M Sell
171,052
-7,072
-4% -$177K 0.04% 395
2016
Q3 		$4.57M Buy
178,124
+10,573
+6% +$264K 0.04% 397
2016
Q2 		$4.02M Buy
167,551
+5,232
+3% +$131K 0.04% 402
2016
Q1 		$3.99M Buy
162,319
+16,811
+12% +$398K 0.04% 382
2015
Q4 		$3.62M Buy
145,508
+17,546
+14% +$450K 0.04% 410
2015
Q3 		$3.22M Buy
127,962
+63,880
+100% +$1.74M 0.04% 419
2015
Q2 		$1.88M Buy
64,082
+8,699
+16% +$265K 0.02% 582
2015
Q1 		$1.72M Buy
55,383
+5,343
+11% +$161K 0.02% 601
2014
Q4 		$1.54M Buy
50,040
+38,923
+350% +$1.35M 0.02% 537
2014
Q3 		$421K Buy
11,117
+1,098
+11% +$42.3K 0.01% 839
2014
Q2 		$361K Buy
+10,019
New +$379K 0.01% 727

Other funds holding FM

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BWA
Burt Wealth Advisors North Bethesda, Maryland $407M AUM 11.98% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.66B AUM 59.71% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
PP
Paloma Partners Greenwich, Connecticut $1.36B AUM 249.29% 1-Year Est. Return
SCM
Stonehearth Capital Management Danvers, Massachusetts $293M AUM 32.48% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

United Capital Financial Advisors sold out of iShares Frontier and Select EM ETF (FM) in Q3 2019, closing a stake of 151,297 shares — an estimated $4.48M sold.

United Capital Financial Advisors first reported a position in FM in Q2 2014 and held it in 21 quarters. The position peaked at $12.9M in Q1 2018. 127 funds tracked by Wall St. Rank hold FM as of Q3 2019.

  • United Capital Financial Advisors reported no remaining iShares Frontier and Select EM ETF position as of Q3 2019 after selling out during the quarter.
  • United Capital Financial Advisors sold 151,297 iShares Frontier and Select EM ETF shares in Q3 2019, an estimated $4.48M.
  • United Capital Financial Advisors first reported a position in iShares Frontier and Select EM ETF in Q2 2014 and held it in 21 quarters.
  • United Capital Financial Advisors's iShares Frontier and Select EM ETF position peaked at $12.9M in Q1 2018.
  • 127 funds tracked by Wall St. Rank held iShares Frontier and Select EM ETF as of Q3 2019.

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