UCFA
IM

United Capital Financial Advisors’s Ingram Micro IM Stock Holding History

United Capital Financial Advisors’s Portfolio IM Stock Details IM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-9,973
Closed -$276K – 1296
2014
Q4 		$276K Sell
9,973
-45
-0.4% -$1.19K ﹤0.01% 998
2014
Q3 		$259K Buy
+10,018
New +$284K ﹤0.01% 968

Other funds holding IM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
LCM
Lakewood Capital Management New York $1.58B AUM 0.92% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
IVA
International Value Advisers $615M AUM 6.37% 1-Year Est. Return

United Capital Financial Advisors's IM Position: Q1 2015 in Review

United Capital Financial Advisors sold out of Ingram Micro (IM) in Q1 2015, closing a stake of 9,973 shares — an estimated $276K sold.

United Capital Financial Advisors first reported a position in IM in Q3 2014 and held it in 2 quarters. The position peaked at $276K in Q4 2014. 264 funds tracked by Wall St. Rank hold IM as of Q1 2015.

  • United Capital Financial Advisors reported no remaining Ingram Micro position as of Q1 2015 after selling out during the quarter.
  • United Capital Financial Advisors sold 9,973 Ingram Micro shares in Q1 2015, an estimated $276K.
  • United Capital Financial Advisors first reported a position in Ingram Micro in Q3 2014 and held it in 2 quarters.
  • United Capital Financial Advisors's Ingram Micro position peaked at $276K in Q4 2014.
  • 264 funds tracked by Wall St. Rank held Ingram Micro as of Q1 2015.

Based on United Capital Financial Advisors's 13F filing for Q1 2015, filed 14 May 2015.