United Capital Financial Advisors’s iShares iBonds Dec 2017 Term Corporate ETF IBDJ Stock Holding History

United Capital Financial Advisors’s Portfolio IBDJ Stock Details IBDJ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q4	–	Sell	-521,644	Closed	-$12.9M	–	1392
2017 Q3	$12.9M	Buy	521,644 +18,012	+4%	+$447K	0.11%	226
2017 Q2	$12.5M	Buy	503,632 +54,019	+12%	+$1.34M	0.11%	216
2017 Q1	$11.2M	Buy	449,613 +21,401	+5%	+$532K	0.1%	233
2016 Q4	$10.7M	Buy	428,212 +13,779	+3%	+$343K	0.1%	239
2016 Q3	$10.3M	Buy	414,433 +28,916	+8%	+$721K	0.1%	248
2016 Q2	$9.64M	Buy	385,517 +16,938	+5%	+$422K	0.1%	247
2016 Q1	$9.19M	Buy	368,579 +8,627	+2%	+$214K	0.1%	223
2015 Q4	$8.92M	Buy	+359,952	New	+$8.95M	0.1%	221

United Capital Financial Advisors's IBDJ Position: Q4 2017 in Review

United Capital Financial Advisors sold out of iShares iBonds Dec 2017 Term Corporate ETF (IBDJ) in Q4 2017, closing a stake of 521,644 shares — an estimated $12.9M sold.

United Capital Financial Advisors first reported a position in IBDJ in Q4 2015 and held it in 8 quarters. The position peaked at $12.9M in Q3 2017. 0 funds tracked by Wall St. Rank hold IBDJ as of Q4 2017.

United Capital Financial Advisors reported no remaining iShares iBonds Dec 2017 Term Corporate ETF position as of Q4 2017 after selling out during the quarter.
United Capital Financial Advisors sold 521,644 iShares iBonds Dec 2017 Term Corporate ETF shares in Q4 2017, an estimated $12.9M.
United Capital Financial Advisors first reported a position in iShares iBonds Dec 2017 Term Corporate ETF in Q4 2015 and held it in 8 quarters.
United Capital Financial Advisors's iShares iBonds Dec 2017 Term Corporate ETF position peaked at $12.9M in Q3 2017.
0 funds tracked by Wall St. Rank held iShares iBonds Dec 2017 Term Corporate ETF as of Q4 2017.

Based on United Capital Financial Advisors's 13F filing for Q4 2017, filed 13 Feb 2018.