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United Capital Financial Advisors’s IDT Corp IDT Stock Holding History

United Capital Financial Advisors’s Portfolio IDT Stock Details IDT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-25,261
Closed -$286K – 1168
2014
Q3 		$286K Buy
+25,261
New +$287K 0.01% 944

Other funds holding IDT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
OSAM
O'Shaughnessy Asset Management Stamford, Connecticut $20.1B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

United Capital Financial Advisors's IDT Position: Q4 2014 in Review

United Capital Financial Advisors sold out of IDT Corp (IDT) in Q4 2014, closing a stake of 25,261 shares — an estimated $286K sold.

United Capital Financial Advisors first reported a position in IDT in Q3 2014 and held it in 1 quarter. The position peaked at $286K in Q3 2014. 102 funds tracked by Wall St. Rank hold IDT as of Q4 2014.

  • United Capital Financial Advisors reported no remaining IDT Corp position as of Q4 2014 after selling out during the quarter.
  • United Capital Financial Advisors sold 25,261 IDT Corp shares in Q4 2014, an estimated $286K.
  • United Capital Financial Advisors first reported a position in IDT Corp in Q3 2014 and held it in 1 quarter.
  • United Capital Financial Advisors's IDT Corp position peaked at $286K in Q3 2014.
  • 102 funds tracked by Wall St. Rank held IDT Corp as of Q4 2014.

Based on United Capital Financial Advisors's 13F filing for Q4 2014, filed 13 Feb 2015.