UCFA
KNL

United Capital Financial Advisors’s Knoll, Inc. KNL Stock Holding History

United Capital Financial Advisors’s Portfolio KNL Stock Details KNL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-39,009
Closed -$929K – 1346
2017
Q1 		$929K Sell
39,009
-2,722
-7% -$67.3K 0.01% 765
2016
Q4 		$1.17M Sell
41,731
-2,753
-6% -$67.4K 0.01% 707
2016
Q3 		$1.02M Sell
44,484
-2,330
-5% -$58.1K 0.01% 768
2016
Q2 		$1.12M Buy
+46,814
New +$1.1M 0.01% 705

Other funds holding KNL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
VFA
Virtus Fund Advisers Hartford, Connecticut $32.1M AUM 39.5% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

United Capital Financial Advisors's KNL Position: Q2 2017 in Review

United Capital Financial Advisors sold out of Knoll, Inc. (KNL) in Q2 2017, closing a stake of 39,009 shares — an estimated $929K sold.

United Capital Financial Advisors first reported a position in KNL in Q2 2016 and held it in 4 quarters. The position peaked at $1.17M in Q4 2016. 159 funds tracked by Wall St. Rank hold KNL as of Q2 2017.

  • United Capital Financial Advisors reported no remaining Knoll, Inc. position as of Q2 2017 after selling out during the quarter.
  • United Capital Financial Advisors sold 39,009 Knoll, Inc. shares in Q2 2017, an estimated $929K.
  • United Capital Financial Advisors first reported a position in Knoll, Inc. in Q2 2016 and held it in 4 quarters.
  • United Capital Financial Advisors's Knoll, Inc. position peaked at $1.17M in Q4 2016.
  • 159 funds tracked by Wall St. Rank held Knoll, Inc. as of Q2 2017.

Based on United Capital Financial Advisors's 13F filing for Q2 2017, filed 14 Aug 2017.