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United Capital Financial Advisors’s Janus Henderson Small Cap Growth Alpha ETF JSML Stock Holding History

United Capital Financial Advisors’s Portfolio JSML Stock Details JSML Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-37,617
Closed -$1.71M – 1334
2018
Q3 		$1.71M Buy
+37,617
New +$1.65M 0.01% 645

Other funds holding JSML

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PS
Portfolio Strategies Monsey, New York $811M AUM 28.91% 1-Year Est. Return
AIP
Ahrens Investment Partners Lafayette, Louisiana $202M AUM 3.91% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

United Capital Financial Advisors's JSML Position: Q4 2018 in Review

United Capital Financial Advisors sold out of Janus Henderson Small Cap Growth Alpha ETF (JSML) in Q4 2018, closing a stake of 37,617 shares — an estimated $1.71M sold.

United Capital Financial Advisors first reported a position in JSML in Q3 2018 and held it in 1 quarter. The position peaked at $1.71M in Q3 2018. 14 funds tracked by Wall St. Rank hold JSML as of Q4 2018.

  • United Capital Financial Advisors reported no remaining Janus Henderson Small Cap Growth Alpha ETF position as of Q4 2018 after selling out during the quarter.
  • United Capital Financial Advisors sold 37,617 Janus Henderson Small Cap Growth Alpha ETF shares in Q4 2018, an estimated $1.71M.
  • United Capital Financial Advisors first reported a position in Janus Henderson Small Cap Growth Alpha ETF in Q3 2018 and held it in 1 quarter.
  • United Capital Financial Advisors's Janus Henderson Small Cap Growth Alpha ETF position peaked at $1.71M in Q3 2018.
  • 14 funds tracked by Wall St. Rank held Janus Henderson Small Cap Growth Alpha ETF as of Q4 2018.

Based on United Capital Financial Advisors's 13F filing for Q4 2018, filed 14 Feb 2019.