United Capital Financial Advisors’s iShares 1-3 Year International Treasury Bond ETF ISHG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q2	–	Sell	-7,834	Closed	-$751K	–	870
2014 Q1	$751K	Buy	+7,834	New	+$745K	0.02%	545
2013 Q4	–	Sell	-6,433	Closed	-$613K	–	703
2013 Q3	$613K	Sell	6,433 -987	-13%	-$92.2K	0.02%	409
2013 Q2	$680K	Buy	+7,420	New	+$692K	0.02%	463

Other funds holding ISHG

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

MIS

Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return

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

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return

Kanaly Trust Houston, Texas $471M AUM 15.12% 1-Year Est. Return

FCA Corp Houston, Texas $354M AUM 17.74% 1-Year Est. Return

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

United Capital Financial Advisors's ISHG Position: Q2 2014 in Review

United Capital Financial Advisors sold out of iShares 1-3 Year International Treasury Bond ETF (ISHG) in Q2 2014, closing a stake of 7,834 shares — an estimated $751K sold.

United Capital Financial Advisors first reported a position in ISHG in Q2 2013 and held it in 3 quarters. The position peaked at $751K in Q1 2014. 44 funds tracked by Wall St. Rank hold ISHG as of Q2 2014.

United Capital Financial Advisors reported no remaining iShares 1-3 Year International Treasury Bond ETF position as of Q2 2014 after selling out during the quarter.
United Capital Financial Advisors sold 7,834 iShares 1-3 Year International Treasury Bond ETF shares in Q2 2014, an estimated $751K.
United Capital Financial Advisors first reported a position in iShares 1-3 Year International Treasury Bond ETF in Q2 2013 and held it in 3 quarters.
United Capital Financial Advisors's iShares 1-3 Year International Treasury Bond ETF position peaked at $751K in Q1 2014.
44 funds tracked by Wall St. Rank held iShares 1-3 Year International Treasury Bond ETF as of Q2 2014.

Based on United Capital Financial Advisors's 13F filing for Q2 2014, filed 13 Aug 2014.