United Capital Financial Advisors’s iShares Morningstar Mid-Cap ETF IMCB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q1	–	Sell	-11,812	Closed	-$422K	–	1240
2015 Q4	$422K	Sell	11,812 -14,776	-56%	-$537K	﹤0.01%	922
2015 Q3	$916K	Sell	26,588 -1,504	-5%	-$55.3K	0.01%	711
2015 Q2	$1.06M	Buy	+28,092	New	+$1.08M	0.01%	716

Other funds holding IMCB

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

United Capital Financial Advisors's IMCB Position: Q1 2016 in Review

United Capital Financial Advisors sold out of iShares Morningstar Mid-Cap ETF (IMCB) in Q1 2016, closing a stake of 11,812 shares — an estimated $422K sold.

United Capital Financial Advisors first reported a position in IMCB in Q2 2015 and held it in 3 quarters. The position peaked at $1.06M in Q2 2015. 70 funds tracked by Wall St. Rank hold IMCB as of Q1 2016.

United Capital Financial Advisors reported no remaining iShares Morningstar Mid-Cap ETF position as of Q1 2016 after selling out during the quarter.
United Capital Financial Advisors sold 11,812 iShares Morningstar Mid-Cap ETF shares in Q1 2016, an estimated $422K.
United Capital Financial Advisors first reported a position in iShares Morningstar Mid-Cap ETF in Q2 2015 and held it in 3 quarters.
United Capital Financial Advisors's iShares Morningstar Mid-Cap ETF position peaked at $1.06M in Q2 2015.
70 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap ETF as of Q1 2016.

Based on United Capital Financial Advisors's 13F filing for Q1 2016, filed 11 May 2016.