United Capital Financial Advisors’s General Moly, Inc. GMO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-39,900
| Closed | -$1K | – | 1257 |
|
|
2020
Q4 | $1K | Hold |
39,900
| – | – | ﹤0.01% | 1188 |
|
|
2020
Q3 | $4K | Hold |
39,900
| – | – | ﹤0.01% | 1153 |
|
|
2020
Q2 | $8K | Hold |
39,900
| – | – | ﹤0.01% | 1185 |
|
|
2020
Q1 | $6K | Hold |
39,900
| – | – | ﹤0.01% | 1179 |
|
|
2019
Q4 | $9K | Hold |
39,900
| – | – | ﹤0.01% | 1364 |
|
|
2019
Q3 | $10K | Hold |
39,900
| – | – | ﹤0.01% | 1298 |
|
|
2019
Q2 | $14K | Hold |
39,900
| – | – | ﹤0.01% | 1454 |
|
|
2019
Q1 | $9K | Hold |
39,900
| – | – | ﹤0.01% | 1350 |
|
|
2018
Q4 | $9K | Hold |
39,900
| – | – | ﹤0.01% | 1280 |
|
|
2018
Q3 | $15K | Hold |
39,900
| – | – | ﹤0.01% | 1323 |
|
|
2018
Q2 | $16K | Hold |
39,900
| – | – | ﹤0.01% | 1294 |
|
|
2018
Q1 | $15K | Hold |
39,900
| – | – | ﹤0.01% | 1301 |
|
|
2017
Q4 | $13K | Hold |
39,900
| – | – | ﹤0.01% | 1304 |
|
|
2017
Q3 | $15K | Hold |
39,900
| – | – | ﹤0.01% | 1300 |
|
|
2017
Q2 | $15K | Hold |
39,900
| – | – | ﹤0.01% | 1266 |
|
|
2017
Q1 | $20K | Sell |
39,900
-333
| -0.8% | -$160 | ﹤0.01% | 1231 |
|
|
2016
Q4 | $10K | Buy |
40,233
+333
| +0.8% | +$87 | ﹤0.01% | 1247 |
|
|
2016
Q3 | $11K | Hold |
39,900
| – | – | ﹤0.01% | 1252 |
|
|
2016
Q2 | $0 | Hold |
39,900
| – | – | ﹤0.01% | 1303 |
|
|
2016
Q1 | $14K | Buy |
39,900
+10,000
| +33% | +$2.38K | ﹤0.01% | 1207 |
|
|
2015
Q4 | $6K | Buy |
+29,900
| New | +$8.15K | ﹤0.01% | 1202 |
|
United Capital Financial Advisors's GMO Position: Q1 2021 in Review
United Capital Financial Advisors sold out of General Moly, Inc. (GMO) in Q1 2021, closing a stake of 39,900 shares — an estimated $1K sold.
United Capital Financial Advisors first reported a position in GMO in Q4 2015 and held it in 21 quarters. The position peaked at $20K in Q1 2017. 2 funds tracked by Wall St. Rank hold GMO as of Q1 2021.
- United Capital Financial Advisors reported no remaining General Moly, Inc. position as of Q1 2021 after selling out during the quarter.
- United Capital Financial Advisors sold 39,900 General Moly, Inc. shares in Q1 2021, an estimated $1K.
- United Capital Financial Advisors first reported a position in General Moly, Inc. in Q4 2015 and held it in 21 quarters.
- United Capital Financial Advisors's General Moly, Inc. position peaked at $20K in Q1 2017.
- 2 funds tracked by Wall St. Rank held General Moly, Inc. as of Q1 2021.
Based on United Capital Financial Advisors's 13F filing for Q1 2021, filed 14 May 2021.