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United Capital Financial Advisors’s Kulicke & Soffa KLIC Stock Holding History

United Capital Financial Advisors’s Portfolio KLIC Stock Details KLIC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-33,841
Closed -$391K – 710
2013
Q3 		$391K Buy
33,841
+12,588
+59% +$143K 0.01% 502
2013
Q2 		$235K Buy
+21,253
New +$240K 0.01% 633

Other funds holding KLIC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
GC
GW Capital Bellevue, Washington $1.44B AUM 5.7% 1-Year Est. Return
OCG
Opus Capital Group Cincinnati, Ohio $930M AUM 16.14% 1-Year Est. Return

United Capital Financial Advisors's KLIC Position: Q4 2013 in Review

United Capital Financial Advisors sold out of Kulicke & Soffa (KLIC) in Q4 2013, closing a stake of 33,841 shares — an estimated $391K sold.

United Capital Financial Advisors first reported a position in KLIC in Q2 2013 and held it in 2 quarters. The position peaked at $391K in Q3 2013. 180 funds tracked by Wall St. Rank hold KLIC as of Q4 2013.

  • United Capital Financial Advisors reported no remaining Kulicke & Soffa position as of Q4 2013 after selling out during the quarter.
  • United Capital Financial Advisors sold 33,841 Kulicke & Soffa shares in Q4 2013, an estimated $391K.
  • United Capital Financial Advisors first reported a position in Kulicke & Soffa in Q2 2013 and held it in 2 quarters.
  • United Capital Financial Advisors's Kulicke & Soffa position peaked at $391K in Q3 2013.
  • 180 funds tracked by Wall St. Rank held Kulicke & Soffa as of Q4 2013.

Based on United Capital Financial Advisors's 13F filing for Q4 2013, filed 13 Feb 2014.