United Capital Financial Advisors’s iShares International Treasury Bond ETF IGOV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	–	Sell	-4,065	Closed	-$200K	–	1353
2018 Q2	$200K	Sell	4,065 -330	-8%	-$16.5K	﹤0.01%	1228
2018 Q1	$227K	Hold	4,395	–	–	﹤0.01%	1195
2017 Q4	$219K	Buy	+4,395	New	+$216K	﹤0.01%	1214
2016 Q3	–	Sell	-283,128	Closed	-$14.2M	–	1286
2016 Q2	$14.2M	Sell	283,128 -64,214	-18%	-$3.15M	0.14%	160
2016 Q1	$16.9M	Buy	347,342 +58,608	+20%	+$2.73M	0.19%	112
2015 Q4	$12.9M	Buy	288,734 +24,146	+9%	+$1.09M	0.15%	150
2015 Q3	$12M	Buy	264,588 +72,128	+37%	+$3.26M	0.14%	157
2015 Q2	$8.64M	Buy	192,460 +24,336	+14%	+$1.11M	0.1%	241
2015 Q1	$7.87M	Buy	168,124 +14,582	+9%	+$681K	0.1%	262
2014 Q4	$7.43M	Buy	153,542 +112,702	+276%	+$5.53M	0.11%	210
2014 Q3	$2.03M	Buy	40,840 +5,430	+15%	+$280K	0.04%	435
2014 Q2	$1.86M	Buy	35,410 +5,546	+19%	+$288K	0.03%	428
2014 Q1	$1.54M	Buy	+29,864	New	+$1.52M	0.03%	405
2013 Q4	–	Sell	-24,978	Closed	-$1.26M	–	702
2013 Q3	$1.26M	Sell	24,978 -2,662	-10%	-$131K	0.04%	313
2013 Q2	$1.33M	Buy	+27,640	New	+$1.38M	0.04%	368

Other funds holding IGOV

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

SAS

Sage Advisory Services Austin, Texas $183M AUM 9.95% 1-Year Est. Return

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

VFA

Voya Financial Advisors Windsor, Connecticut $1B AUM 12.91% 1-Year Est. Return

FDx Advisors Chicago, Illinois $313M AUM 18.92% 1-Year Est. Return

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

Leuthold Group Minneapolis, Minnesota $939M AUM 37.7% 1-Year Est. Return

CLOS

Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland $8.13B AUM 26.03% 1-Year Est. Return

CCA

Checchi Capital Advisers Beverly Hills, California $1.98B AUM 19.17% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

United Capital Financial Advisors's IGOV Position: Q3 2018 in Review

United Capital Financial Advisors sold out of iShares International Treasury Bond ETF (IGOV) in Q3 2018, closing a stake of 4,065 shares — an estimated $200K sold.

United Capital Financial Advisors first reported a position in IGOV in Q2 2013 and held it in 15 quarters. The position peaked at $16.9M in Q1 2016. 119 funds tracked by Wall St. Rank hold IGOV as of Q3 2018.

United Capital Financial Advisors reported no remaining iShares International Treasury Bond ETF position as of Q3 2018 after selling out during the quarter.
United Capital Financial Advisors sold 4,065 iShares International Treasury Bond ETF shares in Q3 2018, an estimated $200K.
United Capital Financial Advisors first reported a position in iShares International Treasury Bond ETF in Q2 2013 and held it in 15 quarters.
United Capital Financial Advisors's iShares International Treasury Bond ETF position peaked at $16.9M in Q1 2016.
119 funds tracked by Wall St. Rank held iShares International Treasury Bond ETF as of Q3 2018.

Based on United Capital Financial Advisors's 13F filing for Q3 2018, filed 14 Nov 2018.