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United Capital Financial Advisors’s State Street SPDR S&P China ETF GXC Stock Holding History

United Capital Financial Advisors’s Portfolio GXC Stock Details GXC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		– Sell
-7,804
Closed -$759K – 1281
2015
Q1 		$759K Buy
+7,804
New +$633K 0.01% 789

Other funds holding GXC

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PPFA
Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.78B AUM 21.16% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
KHLMVGHM
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $1.53B AUM 20.88% 1-Year Est. Return

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

United Capital Financial Advisors sold out of State Street SPDR S&P China ETF (GXC) in Q2 2015, closing a stake of 7,804 shares — an estimated $759K sold.

United Capital Financial Advisors first reported a position in GXC in Q1 2015 and held it in 1 quarter. The position peaked at $759K in Q1 2015. 95 funds tracked by Wall St. Rank hold GXC as of Q2 2015.

  • United Capital Financial Advisors reported no remaining State Street SPDR S&P China ETF position as of Q2 2015 after selling out during the quarter.
  • United Capital Financial Advisors sold 7,804 State Street SPDR S&P China ETF shares in Q2 2015, an estimated $759K.
  • United Capital Financial Advisors first reported a position in State Street SPDR S&P China ETF in Q1 2015 and held it in 1 quarter.
  • United Capital Financial Advisors's State Street SPDR S&P China ETF position peaked at $759K in Q1 2015.
  • 95 funds tracked by Wall St. Rank held State Street SPDR S&P China ETF as of Q2 2015.

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