United Capital Financial Advisors’s Gorman-Rupp GRC Stock Holding History

United Capital Financial Advisors’s Portfolio GRC Stock Details GRC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-6,000	Closed	-$204K	–	1479
2019 Q1	$204K	Buy	+6,000	New	+$202K	﹤0.01%	1267
2018 Q4	–	Sell	-6,000	Closed	-$219K	–	1324
2018 Q3	$219K	Hold	6,000	–	–	﹤0.01%	1226
2018 Q2	$210K	Buy	+6,000	New	+$196K	﹤0.01%	1212
2018 Q1	–	Sell	-7,500	Closed	-$234K	–	1325
2017 Q4	$234K	Hold	7,500	–	–	﹤0.01%	1190
2017 Q3	$244K	Buy	+7,500	New	+$215K	﹤0.01%	1185
2017 Q2	–	Sell	-7,500	Closed	-$236K	–	1289
2017 Q1	$236K	Sell	7,500 -1,875	-20%	-$58.4K	﹤0.01%	1137
2016 Q4	$290K	Hold	9,375	–	–	﹤0.01%	1063
2016 Q3	$240K	Hold	9,375	–	–	﹤0.01%	1135
2016 Q2	$253K	Hold	9,375	–	–	﹤0.01%	1092
2016 Q1	$243K	Hold	9,375	–	–	﹤0.01%	1066
2015 Q4	$251K	Hold	9,375	–	–	﹤0.01%	1070
2015 Q3	$225K	Hold	9,375	–	–	﹤0.01%	1130
2015 Q2	$263K	Hold	9,375	–	–	﹤0.01%	1111
2015 Q1	$254K	Hold	9,375	–	–	﹤0.01%	1114
2014 Q4	$301K	Hold	9,375	–	–	﹤0.01%	964
2014 Q3	$282K	Buy	+9,375	New	+$297K	﹤0.01%	948
2014 Q2	–	Sell	-9,375	Closed	-$298K	–	856
2014 Q1	$298K	Hold	9,375	–	–	0.01%	783
2013 Q4	$313K	Buy	+9,375	New	+$296K	0.01%	524
2013 Q3	–	Sell	-9,375	Closed	-$416K	–	702
2013 Q2	$416K	Buy	+9,375	New	+$218K	0.01%	536

Other funds holding GRC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

AAMU

Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return

GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return

Luther King Capital Management (LKCM) Fort Worth, Texas $24.4B AUM 22.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

United Capital Financial Advisors's GRC Position: Q2 2019 in Review

United Capital Financial Advisors sold out of Gorman-Rupp (GRC) in Q2 2019, closing a stake of 6,000 shares — an estimated $204K sold.

United Capital Financial Advisors first reported a position in GRC in Q2 2013 and held it in 19 quarters. The position peaked at $416K in Q2 2013. 115 funds tracked by Wall St. Rank hold GRC as of Q2 2019.

United Capital Financial Advisors reported no remaining Gorman-Rupp position as of Q2 2019 after selling out during the quarter.
United Capital Financial Advisors sold 6,000 Gorman-Rupp shares in Q2 2019, an estimated $204K.
United Capital Financial Advisors first reported a position in Gorman-Rupp in Q2 2013 and held it in 19 quarters.
United Capital Financial Advisors's Gorman-Rupp position peaked at $416K in Q2 2013.
115 funds tracked by Wall St. Rank held Gorman-Rupp as of Q2 2019.

Based on United Capital Financial Advisors's 13F filing for Q2 2019, filed 13 Aug 2019.