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United Capital Financial Advisors’s The GEO Group GEO Stock Holding History

United Capital Financial Advisors’s Portfolio GEO Stock Details GEO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-32,019
Closed -$655K – 1327
2018
Q1 		$655K Buy
+32,019
New +$696K 0.01% 882
2015
Q4 		– Sell
-37,698
Closed -$747K – 1242
2015
Q3 		$747K Buy
+37,698
New +$833K 0.01% 771

Other funds holding GEO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

United Capital Financial Advisors sold out of The GEO Group (GEO) in Q2 2018, closing a stake of 32,019 shares — an estimated $655K sold.

United Capital Financial Advisors first reported a position in GEO in Q3 2015 and held it in 2 quarters. The position peaked at $747K in Q3 2015. 243 funds tracked by Wall St. Rank hold GEO as of Q2 2018.

  • United Capital Financial Advisors reported no remaining The GEO Group position as of Q2 2018 after selling out during the quarter.
  • United Capital Financial Advisors sold 32,019 The GEO Group shares in Q2 2018, an estimated $655K.
  • United Capital Financial Advisors first reported a position in The GEO Group in Q3 2015 and held it in 2 quarters.
  • United Capital Financial Advisors's The GEO Group position peaked at $747K in Q3 2015.
  • 243 funds tracked by Wall St. Rank held The GEO Group as of Q2 2018.

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