UCFA
GAS

United Capital Financial Advisors’s AGL Resources Inc GAS Stock Holding History

United Capital Financial Advisors’s Portfolio GAS Stock Details GAS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		– Sell
-24,091
Closed -$1.59M – 1350
2016
Q2 		$1.59M Sell
24,091
-491
-2% -$32.3K 0.02% 612
2016
Q1 		$1.6M Sell
24,582
-2,622
-10% -$169K 0.02% 584
2015
Q4 		$1.74M Sell
27,204
-3,670
-12% -$229K 0.02% 572
2015
Q3 		$1.89M Sell
30,874
-5,298
-15% -$284K 0.02% 539
2015
Q2 		$1.68M Sell
36,172
-683
-2% -$33.7K 0.02% 606
2015
Q1 		$1.85M Sell
36,855
-2,189
-6% -$114K 0.02% 583
2014
Q4 		$2.13M Sell
39,044
-871
-2% -$46K 0.03% 456
2014
Q3 		$2.05M Sell
39,915
-20,584
-34% -$1.09M 0.04% 430
2014
Q2 		$3.33M Buy
60,499
+406
+0.7% +$21.3K 0.06% 299
2014
Q1 		$2.94M Buy
+60,093
New +$2.83M 0.06% 295
2013
Q4 		– Sell
-63,906
Closed -$2.94M – 811
2013
Q3 		$2.94M Sell
63,906
-4,251
-6% -$191K 0.09% 207
2013
Q2 		$2.92M Buy
+68,157
New +$2.93M 0.08% 259

Other funds holding GAS

LCM
LVM Capital Management Portage, Michigan $1.19B AUM 41.5% 1-Year Est. Return
BCM
Birmingham Capital Management Birmingham, Alabama $237M AUM 32.7% 1-Year Est. Return
LS
Livforsakringsbolaget Skandia Stockholm, Sweden $2.58B AUM 30.64% 1-Year Est. Return

United Capital Financial Advisors's GAS Position: Q3 2016 in Review

United Capital Financial Advisors sold out of AGL Resources Inc (GAS) in Q3 2016, closing a stake of 24,091 shares — an estimated $1.59M sold.

United Capital Financial Advisors first reported a position in GAS in Q2 2013 and held it in 12 quarters. The position peaked at $3.33M in Q2 2014. 3 funds tracked by Wall St. Rank hold GAS as of Q3 2016.

  • United Capital Financial Advisors reported no remaining AGL Resources Inc position as of Q3 2016 after selling out during the quarter.
  • United Capital Financial Advisors sold 24,091 AGL Resources Inc shares in Q3 2016, an estimated $1.59M.
  • United Capital Financial Advisors first reported a position in AGL Resources Inc in Q2 2013 and held it in 12 quarters.
  • United Capital Financial Advisors's AGL Resources Inc position peaked at $3.33M in Q2 2014.
  • 3 funds tracked by Wall St. Rank held AGL Resources Inc as of Q3 2016.

Based on United Capital Financial Advisors's 13F filing for Q3 2016, filed 14 Nov 2016.