United Capital Financial Advisors’s Franklin Financial Network, Inc. FSB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	–	Sell	-13,125	Closed	-$346K	–	1418
2018 Q4	$346K	Sell	13,125 -13,125	-50%	-$435K	﹤0.01%	1023
2018 Q3	$1.03M	Buy	+26,250	New	+$1.02M	0.01%	776
2018 Q2	–	Sell	-52,500	Closed	-$1.71M	–	1375
2018 Q1	$1.71M	Hold	52,500	–	–	0.01%	637
2017 Q4	$1.79M	Hold	52,500	–	–	0.01%	623
2017 Q3	$1.87M	Sell	52,500 -26	-0%	-$918	0.02%	591
2017 Q2	$2.17M	Hold	52,526	–	–	0.02%	548
2017 Q1	$2.04M	Hold	52,526	–	–	0.02%	563
2016 Q4	$2.2M	Hold	52,526	–	–	0.02%	543
2016 Q3	$1.96M	Hold	52,526	–	–	0.02%	594
2016 Q2	$1.63M	Buy	52,526 +26	+0%	+$779	0.02%	605
2016 Q1	$1.42M	Hold	52,500	–	–	0.02%	612
2015 Q4	$1.65M	Hold	52,500	–	–	0.02%	579
2015 Q3	$1.17M	Hold	52,500	–	–	0.01%	649
2015 Q2	$1.2M	Hold	52,500	–	–	0.01%	691
2015 Q1	$1.08M	Buy	+52,500	New	+$1.1M	0.01%	704

Other funds holding FSB

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

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

BCM

BHZ Capital Management San Jose, California $88M AUM 9.79% 1-Year Est. Return

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

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

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Foundry Partners Minneapolis, Minnesota $1.89B AUM 9.84% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

United Capital Financial Advisors's FSB Position: Q1 2019 in Review

United Capital Financial Advisors sold out of Franklin Financial Network, Inc. (FSB) in Q1 2019, closing a stake of 13,125 shares — an estimated $346K sold.

United Capital Financial Advisors first reported a position in FSB in Q1 2015 and held it in 15 quarters. The position peaked at $2.2M in Q4 2016. 128 funds tracked by Wall St. Rank hold FSB as of Q1 2019.

United Capital Financial Advisors reported no remaining Franklin Financial Network, Inc. position as of Q1 2019 after selling out during the quarter.
United Capital Financial Advisors sold 13,125 Franklin Financial Network, Inc. shares in Q1 2019, an estimated $346K.
United Capital Financial Advisors first reported a position in Franklin Financial Network, Inc. in Q1 2015 and held it in 15 quarters.
United Capital Financial Advisors's Franklin Financial Network, Inc. position peaked at $2.2M in Q4 2016.
128 funds tracked by Wall St. Rank held Franklin Financial Network, Inc. as of Q1 2019.

Based on United Capital Financial Advisors's 13F filing for Q1 2019, filed 14 May 2019.