United Capital Financial Advisors’s HOME PROPERTIES, INC HME Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2015
Q4
Sell
-62,405
Closed -$4.67M 1340
2015
Q3
$4.67M Sell
62,405
-14,292
-19% -$1.06M 0.06% 330
2015
Q2
$5.6M Sell
76,697
-4,856
-6% -$352K 0.06% 324
2015
Q1
$6M Sell
81,553
-61,894
-43% -$4.28M 0.07% 304
2014
Q4
$9.41M Buy
143,447
+17,320
+14% +$1.1M 0.14% 169
2014
Q3
$7.35M Buy
126,127
+634
+0.5% +$40K 0.13% 194
2014
Q2
$8.03M Buy
125,493
+1,749
+1% +$108K 0.15% 179
2014
Q1
$7.44M Buy
123,744
+5,112
+4% +$296K 0.16% 151
2013
Q4
$6.36M Buy
+118,632
New +$6.67M 0.22% 122
2013
Q3
Sell
-51,631
Closed -$3.38M 781
2013
Q2
$3.38M Buy
+51,631
New +$3.3M 0.09% 240

United Capital Financial Advisors's HME Position: Q4 2015 in Review

United Capital Financial Advisors sold out of HOME PROPERTIES, INC (HME) in Q4 2015, closing a stake of 62,405 shares — an estimated $4.67M sold.

United Capital Financial Advisors first reported a position in HME in Q2 2013 and held it in 9 quarters. The position peaked at $9.41M in Q4 2014. 0 funds tracked by Wall St. Rank hold HME as of Q4 2015.

  • United Capital Financial Advisors reported no remaining HOME PROPERTIES, INC position as of Q4 2015 after selling out during the quarter.
  • United Capital Financial Advisors sold 62,405 HOME PROPERTIES, INC shares in Q4 2015, an estimated $4.67M.
  • United Capital Financial Advisors first reported a position in HOME PROPERTIES, INC in Q2 2013 and held it in 9 quarters.
  • United Capital Financial Advisors's HOME PROPERTIES, INC position peaked at $9.41M in Q4 2014.
  • 0 funds tracked by Wall St. Rank held HOME PROPERTIES, INC as of Q4 2015.

Based on United Capital Financial Advisors's 13F filing for Q4 2015, filed 11 Feb 2016.