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United Capital Financial Advisors’s KBR KBR Stock Holding History

United Capital Financial Advisors’s Portfolio KBR Stock Details KBR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-18,369
Closed -$438K – 1108
2014
Q2 		$438K Sell
18,369
-71,432
-80% -$1.79M 0.01% 703
2014
Q1 		$2.4M Sell
89,801
-1,474
-2% -$44.5K 0.05% 330
2013
Q4 		$2.91M Sell
91,275
-34,682
-28% -$1.15M 0.1% 195
2013
Q3 		$4.11M Buy
125,957
+113,803
+936% +$3.61M 0.13% 168
2013
Q2 		$395K Buy
+12,154
New +$387K 0.01% 546

Other funds holding KBR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
HCM
Huber Capital Management El Segundo, California $647M AUM 24.91% 1-Year Est. Return
PIM
Platinum Investment Management Sydney Australia 2000, Australia $397M AUM 63.96% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

United Capital Financial Advisors's KBR Position: Q3 2014 in Review

United Capital Financial Advisors sold out of KBR (KBR) in Q3 2014, closing a stake of 18,369 shares — an estimated $438K sold.

United Capital Financial Advisors first reported a position in KBR in Q2 2013 and held it in 5 quarters. The position peaked at $4.11M in Q3 2013. 285 funds tracked by Wall St. Rank hold KBR as of Q3 2014.

  • United Capital Financial Advisors reported no remaining KBR position as of Q3 2014 after selling out during the quarter.
  • United Capital Financial Advisors sold 18,369 KBR shares in Q3 2014, an estimated $438K.
  • United Capital Financial Advisors first reported a position in KBR in Q2 2013 and held it in 5 quarters.
  • United Capital Financial Advisors's KBR position peaked at $4.11M in Q3 2013.
  • 285 funds tracked by Wall St. Rank held KBR as of Q3 2014.

Based on United Capital Financial Advisors's 13F filing for Q3 2014, filed 13 Nov 2014.