UCFA
IRY

United Capital Financial Advisors’s SPDR S&P International Health Care Sector IRY Stock Holding History

United Capital Financial Advisors’s Portfolio IRY Stock Details IRY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-4,852
Closed -$227K – 1307
2014
Q4 		$227K Buy
+4,852
New +$232K ﹤0.01% 1055

Other funds holding IRY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GA
Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
ACM
Aviance Capital Management Sarasota, Florida $668M AUM 88.42% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BC
Brinker Capital Berwyn, Pennsylvania $3.13B AUM 9.04% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

United Capital Financial Advisors sold out of SPDR S&P International Health Care Sector (IRY) in Q1 2015, closing a stake of 4,852 shares — an estimated $227K sold.

United Capital Financial Advisors first reported a position in IRY in Q4 2014 and held it in 1 quarter. The position peaked at $227K in Q4 2014. 24 funds tracked by Wall St. Rank hold IRY as of Q1 2015.

  • United Capital Financial Advisors reported no remaining SPDR S&P International Health Care Sector position as of Q1 2015 after selling out during the quarter.
  • United Capital Financial Advisors sold 4,852 SPDR S&P International Health Care Sector shares in Q1 2015, an estimated $227K.
  • United Capital Financial Advisors first reported a position in SPDR S&P International Health Care Sector in Q4 2014 and held it in 1 quarter.
  • United Capital Financial Advisors's SPDR S&P International Health Care Sector position peaked at $227K in Q4 2014.
  • 24 funds tracked by Wall St. Rank held SPDR S&P International Health Care Sector as of Q1 2015.

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