UCFA
FUR

United Capital Financial Advisors’s WINTHROP REALTY TRUST SHS BENE INT (NEW) FUR Stock Holding History

United Capital Financial Advisors’s Portfolio FUR Stock Details FUR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-26,840
Closed -$412K – 1142
2014
Q2 		$412K Sell
26,840
-160
-0.6% -$2.21K 0.01% 716
2014
Q1 		$313K Buy
+27,000
New +$308K 0.01% 770

Other funds holding FUR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CCMLC
Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return
ICM
Indaba Capital Management San Francisco, California $33.8M AUM 33.83% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return
RC
Roundview Capital Princeton, New Jersey $1.83B AUM 26.02% 1-Year Est. Return
AMH
Apollo Management Holdings New York $7.6B AUM 23.97% 1-Year Est. Return
MP
Mangrove Partners Greenwich, Connecticut $1.24B AUM 41.74% 1-Year Est. Return
FM
Forward Management San Francisco, California $907M AUM 0.46% 1-Year Est. Return

United Capital Financial Advisors's FUR Position: Q3 2014 in Review

United Capital Financial Advisors sold out of WINTHROP REALTY TRUST SHS BENE INT (NEW) (FUR) in Q3 2014, closing a stake of 26,840 shares — an estimated $412K sold.

United Capital Financial Advisors first reported a position in FUR in Q1 2014 and held it in 2 quarters. The position peaked at $412K in Q2 2014. 107 funds tracked by Wall St. Rank hold FUR as of Q3 2014.

  • United Capital Financial Advisors reported no remaining WINTHROP REALTY TRUST SHS BENE INT (NEW) position as of Q3 2014 after selling out during the quarter.
  • United Capital Financial Advisors sold 26,840 WINTHROP REALTY TRUST SHS BENE INT (NEW) shares in Q3 2014, an estimated $412K.
  • United Capital Financial Advisors first reported a position in WINTHROP REALTY TRUST SHS BENE INT (NEW) in Q1 2014 and held it in 2 quarters.
  • United Capital Financial Advisors's WINTHROP REALTY TRUST SHS BENE INT (NEW) position peaked at $412K in Q2 2014.
  • 107 funds tracked by Wall St. Rank held WINTHROP REALTY TRUST SHS BENE INT (NEW) as of Q3 2014.

Based on United Capital Financial Advisors's 13F filing for Q3 2014, filed 13 Nov 2014.