United Capital Financial Advisors’s First Trust S&P REIT Index Fund FRI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	–	Sell	-10,505	Closed	-$220K	–	1179
2020 Q2	$220K	Sell	10,505 -170	-2%	-$3.44K	﹤0.01%	1075
2020 Q1	$202K	Hold	10,675	–	–	﹤0.01%	1070
2019 Q4	$279K	Hold	10,675	–	–	﹤0.01%	1165
2019 Q3	$284K	Sell	10,675 -5,680	-35%	-$146K	﹤0.01%	1094
2019 Q2	$408K	Sell	16,355 -2,535	-13%	-$63.3K	﹤0.01%	1106
2019 Q1	$470K	Buy	+18,890	New	+$450K	﹤0.01%	994

Other funds holding FRI

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CPIG

Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 1-Year Est. Return

BFEC

Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

HAP Trading New York $1.42B AUM 41.92% 1-Year Est. Return

United Capital Financial Advisors's FRI Position: Q3 2020 in Review

United Capital Financial Advisors sold out of First Trust S&P REIT Index Fund (FRI) in Q3 2020, closing a stake of 10,505 shares — an estimated $220K sold.

United Capital Financial Advisors first reported a position in FRI in Q1 2019 and held it in 6 quarters. The position peaked at $470K in Q1 2019. 45 funds tracked by Wall St. Rank hold FRI as of Q3 2020.

United Capital Financial Advisors reported no remaining First Trust S&P REIT Index Fund position as of Q3 2020 after selling out during the quarter.
United Capital Financial Advisors sold 10,505 First Trust S&P REIT Index Fund shares in Q3 2020, an estimated $220K.
United Capital Financial Advisors first reported a position in First Trust S&P REIT Index Fund in Q1 2019 and held it in 6 quarters.
United Capital Financial Advisors's First Trust S&P REIT Index Fund position peaked at $470K in Q1 2019.
45 funds tracked by Wall St. Rank held First Trust S&P REIT Index Fund as of Q3 2020.

Based on United Capital Financial Advisors's 13F filing for Q3 2020, filed 13 Nov 2020.