United Capital Financial Advisors’s VanEck Digital Native Economy ETF GENZ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q2	–	Sell	-330,473	Closed	-$15.2M	–	1310
2018 Q1	$15.2M	Sell	330,473 -16,550	-5%	-$783K	0.12%	201
2017 Q4	$16.2M	Buy	+347,023	New	+$15.3M	0.13%	192
2017 Q3	–	Sell	-318,811	Closed	-$13M	–	1309
2017 Q2	$13M	Buy	+318,811	New	+$12.6M	0.12%	208

Other funds holding GENZ

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

CPC

Cookson Peirce & Co Pittsburgh, Pennsylvania $3.04B AUM 94.11% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

United Capital Financial Advisors's GENZ Position: Q2 2018 in Review

United Capital Financial Advisors sold out of VanEck Digital Native Economy ETF (GENZ) in Q2 2018, closing a stake of 330,473 shares — an estimated $15.2M sold.

United Capital Financial Advisors first reported a position in GENZ in Q2 2017 and held it in 3 quarters. The position peaked at $16.2M in Q4 2017. 17 funds tracked by Wall St. Rank hold GENZ as of Q2 2018.

United Capital Financial Advisors reported no remaining VanEck Digital Native Economy ETF position as of Q2 2018 after selling out during the quarter.
United Capital Financial Advisors sold 330,473 VanEck Digital Native Economy ETF shares in Q2 2018, an estimated $15.2M.
United Capital Financial Advisors first reported a position in VanEck Digital Native Economy ETF in Q2 2017 and held it in 3 quarters.
United Capital Financial Advisors's VanEck Digital Native Economy ETF position peaked at $16.2M in Q4 2017.
17 funds tracked by Wall St. Rank held VanEck Digital Native Economy ETF as of Q2 2018.

Based on United Capital Financial Advisors's 13F filing for Q2 2018, filed 14 Aug 2018.