UCFA
IPK

United Capital Financial Advisors’s SPDR S&P International Technology Sector IPK Stock Holding History

United Capital Financial Advisors’s Portfolio IPK Stock Details IPK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-155,054
Closed -$5.62M – 1364
2017
Q2 		$5.62M Buy
155,054
+71,355
+85% +$2.94M 0.05% 363
2017
Q1 		$3.27M Buy
+83,699
New +$3.08M 0.03% 451

United Capital Financial Advisors's IPK Position: Q3 2017 in Review

United Capital Financial Advisors sold out of SPDR S&P International Technology Sector (IPK) in Q3 2017, closing a stake of 155,054 shares — an estimated $5.62M sold.

United Capital Financial Advisors first reported a position in IPK in Q1 2017 and held it in 2 quarters. The position peaked at $5.62M in Q2 2017. 0 funds tracked by Wall St. Rank hold IPK as of Q3 2017.

  • United Capital Financial Advisors reported no remaining SPDR S&P International Technology Sector position as of Q3 2017 after selling out during the quarter.
  • United Capital Financial Advisors sold 155,054 SPDR S&P International Technology Sector shares in Q3 2017, an estimated $5.62M.
  • United Capital Financial Advisors first reported a position in SPDR S&P International Technology Sector in Q1 2017 and held it in 2 quarters.
  • United Capital Financial Advisors's SPDR S&P International Technology Sector position peaked at $5.62M in Q2 2017.
  • 0 funds tracked by Wall St. Rank held SPDR S&P International Technology Sector as of Q3 2017.

Based on United Capital Financial Advisors's 13F filing for Q3 2017, filed 14 Nov 2017.