United Capital Financial Advisors’s IHS INC CL-A COM STK IHS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2016
Q3 | – | Sell |
-52,445
| Closed | -$6.08M | – | 1335 |
|
2016
Q2 | $6.08M | Sell |
52,445
-1,683
| -3% | -$195K | 0.06% | 335 |
|
2016
Q1 | $6.72M | Sell |
54,128
-174
| -0.3% | -$21.6K | 0.07% | 277 |
|
2015
Q4 | $6.43M | Sell |
54,302
-847
| -2% | -$100K | 0.07% | 284 |
|
2015
Q3 | $6.4M | Sell |
55,149
-460
| -0.8% | -$53.4K | 0.08% | 266 |
|
2015
Q2 | $7.15M | Sell |
55,609
-1,814
| -3% | -$233K | 0.08% | 277 |
|
2015
Q1 | $7.21M | Buy |
57,423
+175
| +0.3% | +$22K | 0.09% | 275 |
|
2014
Q4 | $6.52M | Buy |
57,248
+21,828
| +62% | +$2.49M | 0.1% | 225 |
|
2014
Q3 | $4.43M | Sell |
35,420
-307
| -0.9% | -$38.4K | 0.08% | 277 |
|
2014
Q2 | $4.85M | Buy |
35,727
+6,507
| +22% | +$883K | 0.09% | 247 |
|
2014
Q1 | $3.55M | Buy |
29,220
+1,535
| +6% | +$186K | 0.08% | 260 |
|
2013
Q4 | $3.31M | Buy |
+27,685
| New | +$3.31M | 0.11% | 181 |
|
2013
Q3 | – | Sell |
-29,440
| Closed | -$3.07M | – | 775 |
|
2013
Q2 | $3.07M | Buy |
+29,440
| New | +$3.07M | 0.08% | 253 |
|