UCFA
KG

United Capital Financial Advisors’s Kestrel Group, Ltd. KG Stock Holding History

United Capital Financial Advisors’s Portfolio KG Stock Details KG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-962
Closed -$213K – 1177
2014
Q3 		$213K Buy
962
+111
+13% +$24.6K ﹤0.01% 1032
2014
Q2 		$206K Buy
+851
New +$206K ﹤0.01% 773