UCFA
IFEU

United Capital Financial Advisors’s iShares Europe Developed Real Estate ETF IFEU Stock Holding History

United Capital Financial Advisors’s Portfolio IFEU Stock Details IFEU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-15,758
Closed -$603K – 1135
2014
Q2 		$603K Buy
+15,758
New +$596K 0.01% 653

Other funds holding IFEU

HCM
Harvest Capital Management Concord, New Hampshire $347M AUM 4.08% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
GA
Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
SF
Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.35% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

United Capital Financial Advisors's IFEU Position: Q3 2014 in Review

United Capital Financial Advisors sold out of iShares Europe Developed Real Estate ETF (IFEU) in Q3 2014, closing a stake of 15,758 shares — an estimated $603K sold.

United Capital Financial Advisors first reported a position in IFEU in Q2 2014 and held it in 1 quarter. The position peaked at $603K in Q2 2014. 22 funds tracked by Wall St. Rank hold IFEU as of Q3 2014.

  • United Capital Financial Advisors reported no remaining iShares Europe Developed Real Estate ETF position as of Q3 2014 after selling out during the quarter.
  • United Capital Financial Advisors sold 15,758 iShares Europe Developed Real Estate ETF shares in Q3 2014, an estimated $603K.
  • United Capital Financial Advisors first reported a position in iShares Europe Developed Real Estate ETF in Q2 2014 and held it in 1 quarter.
  • United Capital Financial Advisors's iShares Europe Developed Real Estate ETF position peaked at $603K in Q2 2014.
  • 22 funds tracked by Wall St. Rank held iShares Europe Developed Real Estate ETF as of Q3 2014.

Based on United Capital Financial Advisors's 13F filing for Q3 2014, filed 13 Nov 2014.