UCFA
IHS

United Capital Financial Advisors’s IHS INC CL-A COM STK IHS Stock Holding History

United Capital Financial Advisors’s Portfolio IHS Stock Details IHS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		– Sell
-52,445
Closed -$6.08M – 1335
2016
Q2 		$6.08M Sell
52,445
-1,683
-3% -$202K 0.06% 335
2016
Q1 		$6.72M Sell
54,128
-174
-0.3% -$18.5K 0.07% 277
2015
Q4 		$6.43M Sell
54,302
-847
-2% -$101K 0.07% 284
2015
Q3 		$6.4M Sell
55,149
-460
-0.8% -$55.7K 0.08% 266
2015
Q2 		$7.15M Sell
55,609
-1,814
-3% -$227K 0.08% 277
2015
Q1 		$7.21M Buy
57,423
+175
+0.3% +$20.2K 0.09% 275
2014
Q4 		$6.52M Buy
57,248
+21,828
+62% +$2.71M 0.1% 225
2014
Q3 		$4.43M Sell
35,420
-307
-0.9% -$41.6K 0.08% 277
2014
Q2 		$4.85M Buy
35,727
+6,507
+22% +$812K 0.09% 247
2014
Q1 		$3.55M Buy
29,220
+1,535
+6% +$181K 0.08% 260
2013
Q4 		$3.31M Buy
+27,685
New +$3.14M 0.11% 181
2013
Q3 		– Sell
-29,440
Closed -$3.07M – 776
2013
Q2 		$3.07M Buy
+29,440
New +$3.02M 0.08% 253

Other funds holding IHS

NC
Nicholas Company Milwaukee, Wisconsin $5.47B AUM 16.96% 1-Year Est. Return
LS
Livforsakringsbolaget Skandia Stockholm, Sweden $2.58B AUM 30.64% 1-Year Est. Return

United Capital Financial Advisors's IHS Position: Q3 2016 in Review

United Capital Financial Advisors sold out of IHS INC CL-A COM STK (IHS) in Q3 2016, closing a stake of 52,445 shares — an estimated $6.08M sold.

United Capital Financial Advisors first reported a position in IHS in Q2 2013 and held it in 12 quarters. The position peaked at $7.21M in Q1 2015. 2 funds tracked by Wall St. Rank hold IHS as of Q3 2016.

  • United Capital Financial Advisors reported no remaining IHS INC CL-A COM STK position as of Q3 2016 after selling out during the quarter.
  • United Capital Financial Advisors sold 52,445 IHS INC CL-A COM STK shares in Q3 2016, an estimated $6.08M.
  • United Capital Financial Advisors first reported a position in IHS INC CL-A COM STK in Q2 2013 and held it in 12 quarters.
  • United Capital Financial Advisors's IHS INC CL-A COM STK position peaked at $7.21M in Q1 2015.
  • 2 funds tracked by Wall St. Rank held IHS INC CL-A COM STK as of Q3 2016.

Based on United Capital Financial Advisors's 13F filing for Q3 2016, filed 14 Nov 2016.