UCFA
HOLI

United Capital Financial Advisors’s Hollsys Automation Technologies INTERNATIONAL, LTD. COMMON (British Virgin Island) HOLI Stock Holding History

United Capital Financial Advisors’s Portfolio HOLI Stock Details HOLI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-21,227
Closed -$359K – 1318
2017
Q1 		$359K Buy
21,227
+7,220
+52% +$127K ﹤0.01% 991
2016
Q4 		$257K Buy
14,007
+2,174
+18% +$43.1K ﹤0.01% 1102
2016
Q3 		$262K Sell
11,833
-1,237
-9% -$25.2K ﹤0.01% 1112
2016
Q2 		$222K Buy
13,070
+1,166
+10% +$21.4K ﹤0.01% 1145
2016
Q1 		$251K Buy
11,904
+2,167
+22% +$40.6K ﹤0.01% 1054
2015
Q4 		$216K Buy
+9,737
New +$202K ﹤0.01% 1112

Other funds holding HOLI

PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
HIM
Hermes Investment Management London Uk, United Kingdom $7.52B AUM 20.67% 1-Year Est. Return
JAM
Jupiter Asset Management London, United Kingdom $18.8B AUM 29.2% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
MAM
Majedie Asset Management London, United Kingdom $1.22B AUM 16.08% 1-Year Est. Return

United Capital Financial Advisors's HOLI Position: Q2 2017 in Review

United Capital Financial Advisors sold out of Hollsys Automation Technologies INTERNATIONAL, LTD. COMMON (British Virgin Island) (HOLI) in Q2 2017, closing a stake of 21,227 shares — an estimated $359K sold.

United Capital Financial Advisors first reported a position in HOLI in Q4 2015 and held it in 6 quarters. The position peaked at $359K in Q1 2017. 97 funds tracked by Wall St. Rank hold HOLI as of Q2 2017.

  • United Capital Financial Advisors reported no remaining Hollsys Automation Technologies INTERNATIONAL, LTD. COMMON (British Virgin Island) position as of Q2 2017 after selling out during the quarter.
  • United Capital Financial Advisors sold 21,227 Hollsys Automation Technologies INTERNATIONAL, LTD. COMMON (British Virgin Island) shares in Q2 2017, an estimated $359K.
  • United Capital Financial Advisors first reported a position in Hollsys Automation Technologies INTERNATIONAL, LTD. COMMON (British Virgin Island) in Q4 2015 and held it in 6 quarters.
  • United Capital Financial Advisors's Hollsys Automation Technologies INTERNATIONAL, LTD. COMMON (British Virgin Island) position peaked at $359K in Q1 2017.
  • 97 funds tracked by Wall St. Rank held Hollsys Automation Technologies INTERNATIONAL, LTD. COMMON (British Virgin Island) as of Q2 2017.

Based on United Capital Financial Advisors's 13F filing for Q2 2017, filed 14 Aug 2017.