UCFA
GPT

United Capital Financial Advisors’s Gramercy Property Trust GPT Stock Holding History

United Capital Financial Advisors’s Portfolio GPT Stock Details GPT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-8,199
Closed -$225K – 1406
2018
Q3 		$225K Sell
8,199
-583
-7% -$16K ﹤0.01% 1220
2018
Q2 		$240K Sell
8,782
-2,133
-20% -$54.6K ﹤0.01% 1173
2018
Q1 		$288K Buy
10,915
+142
+1% +$3.37K ﹤0.01% 1110
2017
Q4 		$287K Sell
10,773
-33
-0.3% -$958 ﹤0.01% 1130
2017
Q3 		$327K Buy
10,806
+2,391
+28% +$71.5K ﹤0.01% 1086
2017
Q2 		$250K Buy
+8,415
New +$242K ﹤0.01% 1137
2017
Q1 		– Sell
-7,579
Closed -$626K – 1305
2016
Q4 		$626K Sell
7,579
-1,733
-19% -$46.2K 0.01% 875
2016
Q3 		$269K Buy
9,312
+133
+1% +$3.85K ﹤0.01% 1102
2016
Q2 		$248K Buy
9,179
+448
+5% +$11.8K ﹤0.01% 1099
2016
Q1 		$221K Sell
8,731
-169
-2% -$3.79K ﹤0.01% 1102
2015
Q4 		$206K Buy
+8,900
New +$554K ﹤0.01% 1129

Other funds holding GPT

SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
MCA
Mercer Capital Advisers Little Silver, New Jersey $187M AUM 24.56% 1-Year Est. Return

United Capital Financial Advisors's GPT Position: Q4 2018 in Review

United Capital Financial Advisors sold out of Gramercy Property Trust (GPT) in Q4 2018, closing a stake of 8,199 shares — an estimated $225K sold.

United Capital Financial Advisors first reported a position in GPT in Q4 2015 and held it in 11 quarters. The position peaked at $626K in Q4 2016. 2 funds tracked by Wall St. Rank hold GPT as of Q4 2018.

  • United Capital Financial Advisors reported no remaining Gramercy Property Trust position as of Q4 2018 after selling out during the quarter.
  • United Capital Financial Advisors sold 8,199 Gramercy Property Trust shares in Q4 2018, an estimated $225K.
  • United Capital Financial Advisors first reported a position in Gramercy Property Trust in Q4 2015 and held it in 11 quarters.
  • United Capital Financial Advisors's Gramercy Property Trust position peaked at $626K in Q4 2016.
  • 2 funds tracked by Wall St. Rank held Gramercy Property Trust as of Q4 2018.

Based on United Capital Financial Advisors's 13F filing for Q4 2018, filed 14 Feb 2019.