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United Capital Financial Advisors’s State Street Global Allocation ETF GAL Stock Holding History

United Capital Financial Advisors’s Portfolio GAL Stock Details GAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-6,296
Closed -$232K – 1183
2020
Q2 		$232K Sell
6,296
-4,743
-43% -$168K ﹤0.01% 1057
2020
Q1 		$362K Sell
11,039
-744
-6% -$28.1K ﹤0.01% 927
2019
Q4 		$472K Buy
11,783
+2,116
+22% +$83.2K ﹤0.01% 1013
2019
Q3 		$373K Buy
9,667
+2,089
+28% +$80.4K ﹤0.01% 1029
2019
Q2 		$290K Buy
7,578
+983
+15% +$37.3K ﹤0.01% 1228
2019
Q1 		$249K Sell
6,595
-1,293
-16% -$47.5K ﹤0.01% 1200
2018
Q4 		$272K Sell
7,888
-1,153
-13% -$41.9K ﹤0.01% 1099
2018
Q3 		$349K Sell
9,041
-5,262
-37% -$202K ﹤0.01% 1054
2018
Q2 		$540K Sell
14,303
-2,886
-17% -$111K ﹤0.01% 930
2018
Q1 		$655K Buy
17,189
+938
+6% +$36.4K 0.01% 881
2017
Q4 		$622K Buy
16,251
+448
+3% +$16.9K ﹤0.01% 904
2017
Q3 		$583K Buy
+15,803
New +$574K ﹤0.01% 913
2016
Q1 		– Sell
-6,950
Closed -$228K – 1232
2015
Q4 		$228K Hold
6,950
– – ﹤0.01% 1096
2015
Q3 		$226K Buy
+6,950
New +$237K ﹤0.01% 1127

Other funds holding GAL

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PP
PDS Planning Dublin, Ohio $1.52B AUM 18.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CWM
Connecticut Wealth Management Farmington, Connecticut $2.39B AUM 17.35% 1-Year Est. Return
FFA
First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
IA
IFG Advisory Atlanta, Georgia $34.9M AUM 20.48% 1-Year Est. Return
SBSB
Sullivan, Bruyette, Speros & Blaney Mclean, Virginia $2.27B AUM 50.71% 1-Year Est. Return

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

United Capital Financial Advisors sold out of State Street Global Allocation ETF (GAL) in Q3 2020, closing a stake of 6,296 shares — an estimated $232K sold.

United Capital Financial Advisors first reported a position in GAL in Q3 2015 and held it in 14 quarters. The position peaked at $655K in Q1 2018. 42 funds tracked by Wall St. Rank hold GAL as of Q3 2020.

  • United Capital Financial Advisors reported no remaining State Street Global Allocation ETF position as of Q3 2020 after selling out during the quarter.
  • United Capital Financial Advisors sold 6,296 State Street Global Allocation ETF shares in Q3 2020, an estimated $232K.
  • United Capital Financial Advisors first reported a position in State Street Global Allocation ETF in Q3 2015 and held it in 14 quarters.
  • United Capital Financial Advisors's State Street Global Allocation ETF position peaked at $655K in Q1 2018.
  • 42 funds tracked by Wall St. Rank held State Street Global Allocation ETF as of Q3 2020.

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