UCFA
KOL

United Capital Financial Advisors’s VanEck Vectors Coal ETF KOL Stock Holding History

United Capital Financial Advisors’s Portfolio KOL Stock Details KOL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-3,120
Closed -$577K – 962
2014
Q1 		$577K Buy
+3,120
New +$562K 0.01% 612

Other funds holding KOL

BCMU
BlueCrest Capital Management (UK) St. Peter Port, Guernsey $2.66B AUM 11.87% 1-Year Est. Return
EA
Euclid Advisors Hartford, Connecticut $4.79M AUM 12.77% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.35% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 16.21% 1-Year Est. Return
GI
Glovista Investments Jersey City, New Jersey $215M AUM 10.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
RC
Roundview Capital Princeton, New Jersey $1.83B AUM 26.02% 1-Year Est. Return

United Capital Financial Advisors's KOL Position: Q2 2014 in Review

United Capital Financial Advisors sold out of VanEck Vectors Coal ETF (KOL) in Q2 2014, closing a stake of 3,120 shares — an estimated $577K sold.

United Capital Financial Advisors first reported a position in KOL in Q1 2014 and held it in 1 quarter. The position peaked at $577K in Q1 2014. 41 funds tracked by Wall St. Rank hold KOL as of Q2 2014.

  • United Capital Financial Advisors reported no remaining VanEck Vectors Coal ETF position as of Q2 2014 after selling out during the quarter.
  • United Capital Financial Advisors sold 3,120 VanEck Vectors Coal ETF shares in Q2 2014, an estimated $577K.
  • United Capital Financial Advisors first reported a position in VanEck Vectors Coal ETF in Q1 2014 and held it in 1 quarter.
  • United Capital Financial Advisors's VanEck Vectors Coal ETF position peaked at $577K in Q1 2014.
  • 41 funds tracked by Wall St. Rank held VanEck Vectors Coal ETF as of Q2 2014.

Based on United Capital Financial Advisors's 13F filing for Q2 2014, filed 13 Aug 2014.