UCFA
JAH

United Capital Financial Advisors’s JARDEN CORPORATION JAH Stock Holding History

United Capital Financial Advisors’s Portfolio JAH Stock Details JAH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q2 		– Sell
-8,656
Closed -$510K – 1318
2016
Q1 		$510K Sell
8,656
-385
-4% -$20.6K 0.01% 878
2015
Q4 		$516K Sell
9,041
-7,344
-45% -$368K 0.01% 876
2015
Q3 		$801K Sell
16,385
-15,533
-49% -$822K 0.01% 752
2015
Q2 		$1.65M Sell
31,918
-41,156
-56% -$2.18M 0.02% 612
2015
Q1 		$3.74M Sell
73,074
-1,562
-2% -$78.8K 0.05% 401
2014
Q4 		$3.57M Sell
74,636
-2,235
-3% -$97.2K 0.05% 328
2014
Q3 		$3.08M Buy
76,871
+8,129
+12% +$318K 0.05% 331
2014
Q2 		$2.72M Buy
68,742
+28,816
+72% +$1.1M 0.05% 345
2014
Q1 		$1.59M Sell
39,926
-909
-2% -$36.9K 0.03% 399
2013
Q4 		$1.67M Buy
+40,835
New +$1.48M 0.06% 264
2013
Q3 		– Sell
-65,538
Closed -$1.91M – 778
2013
Q2 		$1.91M Buy
+65,538
New +$1.97M 0.05% 315

Other funds holding JAH

WCMNY
Westchester Capital Management (New York) Valhalla, New York $2.21B AUM 26.02% 1-Year Est. Return
OAM
Orinda Asset Management Lafayette, California $48.7M AUM 26.85% 1-Year Est. Return
SBL
Sargent Bickham Lagudis Boulder, Colorado $1.22B AUM 14.94% 1-Year Est. Return

United Capital Financial Advisors's JAH Position: Q2 2016 in Review

United Capital Financial Advisors sold out of JARDEN CORPORATION (JAH) in Q2 2016, closing a stake of 8,656 shares — an estimated $510K sold.

United Capital Financial Advisors first reported a position in JAH in Q2 2013 and held it in 11 quarters. The position peaked at $3.74M in Q1 2015. 3 funds tracked by Wall St. Rank hold JAH as of Q2 2016.

  • United Capital Financial Advisors reported no remaining JARDEN CORPORATION position as of Q2 2016 after selling out during the quarter.
  • United Capital Financial Advisors sold 8,656 JARDEN CORPORATION shares in Q2 2016, an estimated $510K.
  • United Capital Financial Advisors first reported a position in JARDEN CORPORATION in Q2 2013 and held it in 11 quarters.
  • United Capital Financial Advisors's JARDEN CORPORATION position peaked at $3.74M in Q1 2015.
  • 3 funds tracked by Wall St. Rank held JARDEN CORPORATION as of Q2 2016.

Based on United Capital Financial Advisors's 13F filing for Q2 2016, filed 15 Aug 2016.