United Capital Financial Advisors’s Infrastructure and Energy Alternatives, Inc. Common Stock IEA Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-10,006	Closed	-$80K	–	1165
2022 Q2	$80K	Buy	10,006 +1	+0%	+$9	﹤0.01%	1096
2022 Q1	$119K	Buy	10,005 +5	+0.1%	+$54	﹤0.01%	1130
2021 Q4	$92K	Hold	10,000	–	–	﹤0.01%	1178
2021 Q3	$114K	Hold	10,000	–	–	﹤0.01%	1170
2021 Q2	$129K	Hold	10,000	–	–	﹤0.01%	1192
2021 Q1	$163K	Sell	10,000 -10,000	-50%	-$181K	﹤0.01%	1146
2020 Q4	$331K	Sell	20,000 -45,000	-69%	-$472K	﹤0.01%	959
2020 Q3	$387K	Hold	65,000	–	–	﹤0.01%	892
2020 Q2	$260K	Buy	65,000 +10,000	+18%	+$22.2K	﹤0.01%	1030
2020 Q1	$192K	Sell	55,000 -117,027	-68%	-$350K	﹤0.01%	1075
2019 Q4	$554K	Sell	172,027 -3,065	-2%	-$9.5K	﹤0.01%	959
2019 Q3	$818K	Buy	175,092 +59,092	+51%	+$201K	0.01%	806
2019 Q2	$237K	Buy	116,000 +70,000	+152%	+$264K	﹤0.01%	1308
2019 Q1	$241K	Buy	+46,000	New	+$336K	﹤0.01%	1210
2018 Q4	–	Sell	-23,400	Closed	-$246K	–	1385
2018 Q3	$246K	Sell	23,400 -6,600	-22%	-$67.3K	﹤0.01%	1191
2018 Q2	$279K	Buy	+30,000	New	+$277K	﹤0.01%	1109

Other funds holding IEA

Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

GCL

Glazer Capital LLC New York $4.71B AUM 81.93% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

SSA

Schonfeld Strategic Advisors New York $14.2B AUM 37.17% 1-Year Est. Return

Verition Fund Management Greenwich, Connecticut $15.4B AUM 30.69% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

NAM

Nexpoint Asset Management Dallas, Texas $1.49B AUM 61.08% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Tudor Investment Corp Stamford, Connecticut $53.9B AUM 29.12% 1-Year Est. Return

United Capital Financial Advisors's IEA Position: Q3 2022 in Review

United Capital Financial Advisors sold out of Infrastructure and Energy Alternatives, Inc. Common Stock (IEA) in Q3 2022, closing a stake of 10,006 shares — an estimated $80K sold.

United Capital Financial Advisors first reported a position in IEA in Q2 2018 and held it in 16 quarters. The position peaked at $818K in Q3 2019. 119 funds tracked by Wall St. Rank hold IEA as of Q3 2022.

United Capital Financial Advisors reported no remaining Infrastructure and Energy Alternatives, Inc. Common Stock position as of Q3 2022 after selling out during the quarter.
United Capital Financial Advisors sold 10,006 Infrastructure and Energy Alternatives, Inc. Common Stock shares in Q3 2022, an estimated $80K.
United Capital Financial Advisors first reported a position in Infrastructure and Energy Alternatives, Inc. Common Stock in Q2 2018 and held it in 16 quarters.
United Capital Financial Advisors's Infrastructure and Energy Alternatives, Inc. Common Stock position peaked at $818K in Q3 2019.
119 funds tracked by Wall St. Rank held Infrastructure and Energy Alternatives, Inc. Common Stock as of Q3 2022.

Based on United Capital Financial Advisors's 13F filing for Q3 2022, filed 14 Nov 2022.