United Capital Financial Advisors’s iPath Bloomberg Coffee Subindex Total Return ETN due June 24, 2038 JO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q1	–	Sell	-55,385	Closed	-$1.08M	–	1307
2016 Q4	$1.08M	Sell	55,385 -41,988	-43%	-$935K	0.01%	737
2016 Q3	$2.17M	Buy	+97,373	New	+$2.12M	0.02%	564
2014 Q4	–	Sell	-89,352	Closed	-$3.28M	–	1207
2014 Q3	$3.28M	Buy	89,352 +16,686	+23%	+$584K	0.06%	320
2014 Q2	$2.44M	Buy	+72,666	New	+$2.66M	0.05%	379

Other funds holding JO

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

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

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

Cutler Group San Francisco, California $307M AUM 45.11% 1-Year Est. Return

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

Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return

Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return

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

Parallax Volatility Advisers San Francisco, California $38.6B AUM 45.89% 1-Year Est. Return

United Capital Financial Advisors's JO Position: Q1 2017 in Review

United Capital Financial Advisors sold out of iPath Bloomberg Coffee Subindex Total Return ETN due June 24, 2038 (JO) in Q1 2017, closing a stake of 55,385 shares — an estimated $1.08M sold.

United Capital Financial Advisors first reported a position in JO in Q2 2014 and held it in 4 quarters. The position peaked at $3.28M in Q3 2014. 23 funds tracked by Wall St. Rank hold JO as of Q1 2017.

United Capital Financial Advisors reported no remaining iPath Bloomberg Coffee Subindex Total Return ETN due June 24, 2038 position as of Q1 2017 after selling out during the quarter.
United Capital Financial Advisors sold 55,385 iPath Bloomberg Coffee Subindex Total Return ETN due June 24, 2038 shares in Q1 2017, an estimated $1.08M.
United Capital Financial Advisors first reported a position in iPath Bloomberg Coffee Subindex Total Return ETN due June 24, 2038 in Q2 2014 and held it in 4 quarters.
United Capital Financial Advisors's iPath Bloomberg Coffee Subindex Total Return ETN due June 24, 2038 position peaked at $3.28M in Q3 2014.
23 funds tracked by Wall St. Rank held iPath Bloomberg Coffee Subindex Total Return ETN due June 24, 2038 as of Q1 2017.

Based on United Capital Financial Advisors's 13F filing for Q1 2017, filed 12 May 2017.