UCFA
IPS

United Capital Financial Advisors’s SPDR S&P International Consumer Staples Sector IPS Stock Holding History

United Capital Financial Advisors’s Portfolio IPS Stock Details IPS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-236,362
Closed -$10.9M – 1373
2017
Q2 		$10.9M Buy
236,362
+4,666
+2% +$211K 0.1% 252
2017
Q1 		$9.95M Buy
231,696
+2,692
+1% +$111K 0.09% 262
2016
Q4 		$9.06M Sell
229,004
-3,176
-1% -$129K 0.09% 277
2016
Q3 		$10.3M Buy
232,180
+1,402
+0.6% +$61.5K 0.1% 249
2016
Q2 		$10.2M Sell
230,778
-100
-0% -$4.3K 0.1% 231
2016
Q1 		$9.86M Buy
230,878
+3,483
+2% +$141K 0.11% 205
2015
Q4 		$9.43M Buy
227,395
+2,027
+0.9% +$83.8K 0.11% 208
2015
Q3 		$8.9M Buy
225,368
+837
+0.4% +$34K 0.11% 210
2015
Q2 		$9.08M Sell
224,531
-1,846
-0.8% -$77K 0.11% 233
2015
Q1 		$9.41M Buy
+226,377
New +$9.04M 0.12% 224

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

United Capital Financial Advisors sold out of SPDR S&P International Consumer Staples Sector (IPS) in Q3 2017, closing a stake of 236,362 shares — an estimated $10.9M sold.

United Capital Financial Advisors first reported a position in IPS in Q1 2015 and held it in 10 quarters. The position peaked at $10.9M in Q2 2017. 0 funds tracked by Wall St. Rank hold IPS as of Q3 2017.

  • United Capital Financial Advisors reported no remaining SPDR S&P International Consumer Staples Sector position as of Q3 2017 after selling out during the quarter.
  • United Capital Financial Advisors sold 236,362 SPDR S&P International Consumer Staples Sector shares in Q3 2017, an estimated $10.9M.
  • United Capital Financial Advisors first reported a position in SPDR S&P International Consumer Staples Sector in Q1 2015 and held it in 10 quarters.
  • United Capital Financial Advisors's SPDR S&P International Consumer Staples Sector position peaked at $10.9M in Q2 2017.
  • 0 funds tracked by Wall St. Rank held SPDR S&P International Consumer Staples Sector as of Q3 2017.

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