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United Capital Financial Advisors’s FlexShares High Yield Value-Scored Bond Index Fund HYGV Stock Holding History

United Capital Financial Advisors’s Portfolio HYGV Stock Details HYGV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-13,500
Closed -$546K – 863
2023
Q2 		$546K Buy
+13,500
New +$541K ﹤0.01% 670

Other funds holding HYGV

Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RW
REDW Wealth Albuquerque, New Mexico $251M AUM 15.79% 1-Year Est. Return
BCM
Boltwood Capital Management Walnut Creek, California $436M AUM 24% 1-Year Est. Return
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBG
United Bank (Georgia) Zebulon, Georgia $301M AUM 19.61% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

United Capital Financial Advisors's HYGV Position: Q3 2023 in Review

United Capital Financial Advisors sold out of FlexShares High Yield Value-Scored Bond Index Fund (HYGV) in Q3 2023, closing a stake of 13,500 shares — an estimated $546K sold.

United Capital Financial Advisors first reported a position in HYGV in Q2 2023 and held it in 1 quarter. The position peaked at $546K in Q2 2023. 78 funds tracked by Wall St. Rank hold HYGV as of Q3 2023.

  • United Capital Financial Advisors reported no remaining FlexShares High Yield Value-Scored Bond Index Fund position as of Q3 2023 after selling out during the quarter.
  • United Capital Financial Advisors sold 13,500 FlexShares High Yield Value-Scored Bond Index Fund shares in Q3 2023, an estimated $546K.
  • United Capital Financial Advisors first reported a position in FlexShares High Yield Value-Scored Bond Index Fund in Q2 2023 and held it in 1 quarter.
  • United Capital Financial Advisors's FlexShares High Yield Value-Scored Bond Index Fund position peaked at $546K in Q2 2023.
  • 78 funds tracked by Wall St. Rank held FlexShares High Yield Value-Scored Bond Index Fund as of Q3 2023.

Based on United Capital Financial Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.