UCFA
GWGH

United Capital Financial Advisors’s GWG Holdings, Inc GWGH Stock Holding History

United Capital Financial Advisors’s Portfolio GWGH Stock Details GWGH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		– Sell
-92,680
Closed -$631K – 1319
2015
Q1 		$631K Sell
92,680
-7,320
-7% -$54.5K 0.01% 821
2014
Q4 		$676K Buy
+100,000
New +$886K 0.01% 732

Other funds holding GWGH

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
BIM
BlackRock Investment Management Wilmington, Delaware $86.4B AUM 28.54% 1-Year Est. Return

United Capital Financial Advisors's GWGH Position: Q2 2015 in Review

United Capital Financial Advisors sold out of GWG Holdings, Inc (GWGH) in Q2 2015, closing a stake of 92,680 shares — an estimated $631K sold.

United Capital Financial Advisors first reported a position in GWGH in Q4 2014 and held it in 2 quarters. The position peaked at $676K in Q4 2014. 6 funds tracked by Wall St. Rank hold GWGH as of Q2 2015.

  • United Capital Financial Advisors reported no remaining GWG Holdings, Inc position as of Q2 2015 after selling out during the quarter.
  • United Capital Financial Advisors sold 92,680 GWG Holdings, Inc shares in Q2 2015, an estimated $631K.
  • United Capital Financial Advisors first reported a position in GWG Holdings, Inc in Q4 2014 and held it in 2 quarters.
  • United Capital Financial Advisors's GWG Holdings, Inc position peaked at $676K in Q4 2014.
  • 6 funds tracked by Wall St. Rank held GWG Holdings, Inc as of Q2 2015.

Based on United Capital Financial Advisors's 13F filing for Q2 2015, filed 11 Aug 2015.