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United Capital Financial Advisors’s Hilltop Holdings HTH Stock Holding History

United Capital Financial Advisors’s Portfolio HTH Stock Details HTH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-28,297
Closed -$522K – 1188
2020
Q2 		$522K Sell
28,297
-82,077
-74% -$1.41M ﹤0.01% 851
2020
Q1 		$1.67M Buy
110,374
+9
+0% +$191 0.01% 533
2019
Q4 		$2.75M Sell
110,365
-2,578
-2% -$62.9K 0.02% 538
2019
Q3 		$2.7M Sell
112,943
-896
-0.8% -$20.5K 0.02% 527
2019
Q2 		$2.42M Buy
113,839
+33,002
+41% +$665K 0.02% 566
2019
Q1 		$1.48M Sell
80,837
-6,745
-8% -$125K 0.01% 670
2018
Q4 		$1.56M Buy
+87,582
New +$1.66M 0.01% 616
2018
Q2 		– Sell
-46,614
Closed -$1.09M – 1334
2018
Q1 		$1.09M Sell
46,614
-3,976
-8% -$101K 0.01% 759
2017
Q4 		$1.28M Sell
50,590
-2,046
-4% -$50.2K 0.01% 722
2017
Q3 		$1.37M Sell
52,636
-4,116
-7% -$103K 0.01% 688
2017
Q2 		$1.49M Buy
56,752
+1,462
+3% +$38.7K 0.01% 648
2017
Q1 		$1.52M Buy
55,290
+4,652
+9% +$130K 0.01% 631
2016
Q4 		$1.51M Sell
50,638
-7,719
-13% -$205K 0.01% 627
2016
Q3 		$1.31M Sell
58,357
-6,035
-9% -$133K 0.01% 706
2016
Q2 		$1.35M Sell
64,392
-1,658
-3% -$33.1K 0.01% 648
2016
Q1 		$1.25M Buy
66,050
+2,391
+4% +$40.4K 0.01% 644
2015
Q4 		$1.22M Buy
63,659
+1,325
+2% +$27.6K 0.01% 646
2015
Q3 		$1.24M Sell
62,334
-2,653
-4% -$56.8K 0.01% 636
2015
Q2 		$1.57M Buy
64,987
+1,987
+3% +$42.8K 0.02% 634
2015
Q1 		$1.27M Buy
63,000
+14,286
+29% +$272K 0.02% 678
2014
Q4 		$972K Buy
48,714
+14,943
+44% +$307K 0.01% 657
2014
Q3 		$677K Buy
33,771
+7,374
+28% +$153K 0.01% 709
2014
Q2 		$561K Buy
+26,397
New +$578K 0.01% 664

Other funds holding HTH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
ACL
Azora Capital LP Miami, Florida $1.52B AUM 39.16% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

United Capital Financial Advisors's HTH Position: Q3 2020 in Review

United Capital Financial Advisors sold out of Hilltop Holdings (HTH) in Q3 2020, closing a stake of 28,297 shares — an estimated $522K sold.

United Capital Financial Advisors first reported a position in HTH in Q2 2014 and held it in 23 quarters. The position peaked at $2.75M in Q4 2019. 186 funds tracked by Wall St. Rank hold HTH as of Q3 2020.

  • United Capital Financial Advisors reported no remaining Hilltop Holdings position as of Q3 2020 after selling out during the quarter.
  • United Capital Financial Advisors sold 28,297 Hilltop Holdings shares in Q3 2020, an estimated $522K.
  • United Capital Financial Advisors first reported a position in Hilltop Holdings in Q2 2014 and held it in 23 quarters.
  • United Capital Financial Advisors's Hilltop Holdings position peaked at $2.75M in Q4 2019.
  • 186 funds tracked by Wall St. Rank held Hilltop Holdings as of Q3 2020.

Based on United Capital Financial Advisors's 13F filing for Q3 2020, filed 13 Nov 2020.