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United Capital Financial Advisors’s Genworth Financial GNW Stock Holding History

United Capital Financial Advisors’s Portfolio GNW Stock Details GNW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-24,819
Closed -$325K – 1164
2014
Q3 		$325K Buy
24,819
+13,240
+114% +$191K 0.01% 914
2014
Q2 		$201K Buy
+11,579
New +$202K ﹤0.01% 776

Other funds holding GNW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
MVP
Miller Value Partners Sarasota, Florida $383M AUM 38.57% 1-Year Est. Return
CLM
ClearBridge LLC (Maryland) Baltimore, Maryland $329M AUM 9.73% 1-Year Est. Return

United Capital Financial Advisors's GNW Position: Q4 2014 in Review

United Capital Financial Advisors sold out of Genworth Financial (GNW) in Q4 2014, closing a stake of 24,819 shares — an estimated $325K sold.

United Capital Financial Advisors first reported a position in GNW in Q2 2014 and held it in 2 quarters. The position peaked at $325K in Q3 2014. 384 funds tracked by Wall St. Rank hold GNW as of Q4 2014.

  • United Capital Financial Advisors reported no remaining Genworth Financial position as of Q4 2014 after selling out during the quarter.
  • United Capital Financial Advisors sold 24,819 Genworth Financial shares in Q4 2014, an estimated $325K.
  • United Capital Financial Advisors first reported a position in Genworth Financial in Q2 2014 and held it in 2 quarters.
  • United Capital Financial Advisors's Genworth Financial position peaked at $325K in Q3 2014.
  • 384 funds tracked by Wall St. Rank held Genworth Financial as of Q4 2014.

Based on United Capital Financial Advisors's 13F filing for Q4 2014, filed 13 Feb 2015.