United Capital Financial Advisors’s Goosehead Insurance GSHD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-22,148	Closed	-$939K	–	1265
2019 Q4	$939K	Sell	22,148 -932	-4%	-$41.3K	0.01%	802
2019 Q3	$1.14M	Sell	23,080 -1,579	-6%	-$72.6K	0.01%	707
2019 Q2	$1.18M	Sell	24,659 -1,394	-5%	-$48.5K	0.01%	764
2019 Q1	$726K	Sell	26,053 -1,116	-4%	-$32K	0.01%	868
2018 Q4	$714K	Buy	+27,169	New	+$756K	0.01%	800

Other funds holding GSHD

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

ZCI

Zevenbergen Capital Investments Edmonds, Washington $4.38B AUM 56.68% 1-Year Est. Return

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

United Capital Financial Advisors sold out of Goosehead Insurance (GSHD) in Q1 2020, closing a stake of 22,148 shares — an estimated $939K sold.

United Capital Financial Advisors first reported a position in GSHD in Q4 2018 and held it in 5 quarters. The position peaked at $1.18M in Q2 2019. 130 funds tracked by Wall St. Rank hold GSHD as of Q1 2020.

United Capital Financial Advisors reported no remaining Goosehead Insurance position as of Q1 2020 after selling out during the quarter.
United Capital Financial Advisors sold 22,148 Goosehead Insurance shares in Q1 2020, an estimated $939K.
United Capital Financial Advisors first reported a position in Goosehead Insurance in Q4 2018 and held it in 5 quarters.
United Capital Financial Advisors's Goosehead Insurance position peaked at $1.18M in Q2 2019.
130 funds tracked by Wall St. Rank held Goosehead Insurance as of Q1 2020.

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