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United Capital Financial Advisors’s Iridium Communications IRDM Stock Holding History

United Capital Financial Advisors’s Portfolio IRDM Stock Details IRDM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-20,706
Closed -$527K – 1193
2020
Q2 		$527K Sell
20,706
-1,558
-7% -$36.5K ﹤0.01% 846
2020
Q1 		$497K Sell
22,264
-6,589
-23% -$171K ﹤0.01% 821
2019
Q4 		$711K Sell
28,853
-824
-3% -$19.7K ﹤0.01% 891
2019
Q3 		$632K Buy
29,677
+2,081
+8% +$49.6K ﹤0.01% 882
2019
Q2 		$642K Buy
27,596
+5,886
+27% +$147K ﹤0.01% 957
2019
Q1 		$574K Buy
+21,710
New +$467K ﹤0.01% 935
2016
Q1 		– Sell
-339,711
Closed -$2.86M – 1241
2015
Q4 		$2.86M Buy
339,711
+16,913
+5% +$129K 0.03% 468
2015
Q3 		$1.99M Sell
322,798
-117,717
-27% -$855K 0.02% 528
2015
Q2 		$4M Buy
440,515
+73,233
+20% +$753K 0.05% 400
2015
Q1 		$3.73M Buy
367,282
+116,775
+47% +$1.09M 0.05% 402
2014
Q4 		$2.44M Buy
250,507
+131,134
+110% +$1.23M 0.04% 419
2014
Q3 		$1.06M Buy
119,373
+26,465
+28% +$229K 0.02% 594
2014
Q2 		$786K Buy
92,908
+76,744
+475% +$577K 0.01% 604
2014
Q1 		$121K Buy
+16,164
New +$108K ﹤0.01% 909

Other funds holding IRDM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

United Capital Financial Advisors's IRDM Position: Q3 2020 in Review

United Capital Financial Advisors sold out of Iridium Communications (IRDM) in Q3 2020, closing a stake of 20,706 shares — an estimated $527K sold.

United Capital Financial Advisors first reported a position in IRDM in Q1 2014 and held it in 14 quarters. The position peaked at $4M in Q2 2015. 251 funds tracked by Wall St. Rank hold IRDM as of Q3 2020.

  • United Capital Financial Advisors reported no remaining Iridium Communications position as of Q3 2020 after selling out during the quarter.
  • United Capital Financial Advisors sold 20,706 Iridium Communications shares in Q3 2020, an estimated $527K.
  • United Capital Financial Advisors first reported a position in Iridium Communications in Q1 2014 and held it in 14 quarters.
  • United Capital Financial Advisors's Iridium Communications position peaked at $4M in Q2 2015.
  • 251 funds tracked by Wall St. Rank held Iridium Communications as of Q3 2020.

Based on United Capital Financial Advisors's 13F filing for Q3 2020, filed 13 Nov 2020.