UCFA
FSNN

United Capital Financial Advisors’s Fusion Connect, Inc. Common Stock FSNN Stock Holding History

United Capital Financial Advisors’s Portfolio FSNN Stock Details FSNN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-286,239
Closed -$11K – 1553
2019
Q2 		$11K Sell
286,239
-23,924
-8% -$8.71K ﹤0.01% 1457
2019
Q1 		$406K Hold
310,163
– – ﹤0.01% 1040
2018
Q4 		$521K Buy
310,163
+39,509
+15% +$89K ﹤0.01% 907
2018
Q3 		$696K Sell
270,654
-47,516
-15% -$177K ﹤0.01% 878
2018
Q2 		$1.05M Buy
318,170
+17,255
+6% +$78.7K 0.01% 753
2018
Q1 		$1.46M Buy
300,915
+22,800
+8% +$110K 0.01% 674
2017
Q4 		$1.56M Hold
278,115
– – 0.01% 661
2017
Q3 		$1.14M Hold
278,115
– – 0.01% 746
2017
Q2 		$605K Buy
278,115
+188,162
+209% +$422K 0.01% 885
2017
Q1 		$213K Buy
89,953
+64,722
+257% +$147K ﹤0.01% 1168
2016
Q4 		$57K Sell
25,231
-26
-0.1% -$56 ﹤0.01% 1238
2016
Q3 		$63K Buy
+25,257
New +$67.1K ﹤0.01% 1240

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

United Capital Financial Advisors sold out of Fusion Connect, Inc. Common Stock (FSNN) in Q3 2019, closing a stake of 286,239 shares — an estimated $11K sold.

United Capital Financial Advisors first reported a position in FSNN in Q3 2016 and held it in 12 quarters. The position peaked at $1.56M in Q4 2017. 1 fund tracked by Wall St. Rank holds FSNN as of Q3 2019.

  • United Capital Financial Advisors reported no remaining Fusion Connect, Inc. Common Stock position as of Q3 2019 after selling out during the quarter.
  • United Capital Financial Advisors sold 286,239 Fusion Connect, Inc. Common Stock shares in Q3 2019, an estimated $11K.
  • United Capital Financial Advisors first reported a position in Fusion Connect, Inc. Common Stock in Q3 2016 and held it in 12 quarters.
  • United Capital Financial Advisors's Fusion Connect, Inc. Common Stock position peaked at $1.56M in Q4 2017.
  • 1 fund tracked by Wall St. Rank held Fusion Connect, Inc. Common Stock as of Q3 2019.

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