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United Capital Financial Advisors’s FlexShares Global Quality Real Estate Index Fund GQRE Stock Holding History

United Capital Financial Advisors’s Portfolio GQRE Stock Details GQRE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-4,033
Closed -$261K – 1264
2019
Q4 		$261K Sell
4,033
-410
-9% -$26.9K ﹤0.01% 1192
2019
Q3 		$290K Sell
4,443
-31
-0.7% -$1.99K ﹤0.01% 1083
2019
Q2 		$284K Buy
4,474
+1,058
+31% +$67.2K ﹤0.01% 1242
2019
Q1 		$218K Sell
3,416
-357
-9% -$21.8K ﹤0.01% 1245
2018
Q4 		$209K Sell
3,773
-1,635
-30% -$95.5K ﹤0.01% 1191
2018
Q3 		$332K Sell
5,408
-418
-7% -$26.1K ﹤0.01% 1071
2018
Q2 		$363K Sell
5,826
-275
-5% -$17K ﹤0.01% 1027
2018
Q1 		$369K Sell
6,101
-1,952
-24% -$119K ﹤0.01% 1029
2017
Q4 		$505K Sell
8,053
-1,369
-15% -$85.9K ﹤0.01% 960
2017
Q3 		$582K Sell
9,422
-458
-5% -$28.1K ﹤0.01% 914
2017
Q2 		$592K Sell
9,880
-1,388
-12% -$82.7K 0.01% 888
2017
Q1 		$650K Sell
11,268
-96
-0.8% -$5.47K 0.01% 853
2016
Q4 		$641K Sell
11,364
-1,599
-12% -$90.5K 0.01% 866
2016
Q3 		$783K Buy
12,963
+1,130
+10% +$69.3K 0.01% 838
2016
Q2 		$722K Buy
11,833
+1,417
+14% +$83.8K 0.01% 827
2016
Q1 		$615K Buy
+10,416
New +$574K 0.01% 819

Other funds holding GQRE

Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
CNBT
Cornerstone National Bank & Trust Palatine, Illinois $296M AUM 12.13% 1-Year Est. Return
3AM
3D Asset Management Hartford, Connecticut $360M AUM 1.09% 1-Year Est. Return
ETS
ESL Trust Services Rochester, New York $524M AUM 17.18% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
IF
IRON Financial Northbrook, Illinois $242M AUM 17.3% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return

United Capital Financial Advisors's GQRE Position: Q1 2020 in Review

United Capital Financial Advisors sold out of FlexShares Global Quality Real Estate Index Fund (GQRE) in Q1 2020, closing a stake of 4,033 shares — an estimated $261K sold.

United Capital Financial Advisors first reported a position in GQRE in Q1 2016 and held it in 16 quarters. The position peaked at $783K in Q3 2016. 45 funds tracked by Wall St. Rank hold GQRE as of Q1 2020.

  • United Capital Financial Advisors reported no remaining FlexShares Global Quality Real Estate Index Fund position as of Q1 2020 after selling out during the quarter.
  • United Capital Financial Advisors sold 4,033 FlexShares Global Quality Real Estate Index Fund shares in Q1 2020, an estimated $261K.
  • United Capital Financial Advisors first reported a position in FlexShares Global Quality Real Estate Index Fund in Q1 2016 and held it in 16 quarters.
  • United Capital Financial Advisors's FlexShares Global Quality Real Estate Index Fund position peaked at $783K in Q3 2016.
  • 45 funds tracked by Wall St. Rank held FlexShares Global Quality Real Estate Index Fund as of Q1 2020.

Based on United Capital Financial Advisors's 13F filing for Q1 2020, filed 15 May 2020.