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United Capital Financial Advisors’s Koppers KOP Stock Holding History

United Capital Financial Advisors’s Portfolio KOP Stock Details KOP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-10,502
Closed -$273K – 1253
2014
Q4 		$273K Buy
+10,502
New +$324K ﹤0.01% 1001

Other funds holding KOP

SAM
Southernsun Asset Management Memphis, Tennessee $690M AUM 30.68% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return
LCP
Lombardia Capital Partners Pasadena, California $110M AUM 13.11% 1-Year Est. Return
SAM
Skyline Asset Management Chicago, Illinois $77.5M AUM 14.27% 1-Year Est. Return

United Capital Financial Advisors's KOP Position: Q1 2015 in Review

United Capital Financial Advisors sold out of Koppers (KOP) in Q1 2015, closing a stake of 10,502 shares — an estimated $273K sold.

United Capital Financial Advisors first reported a position in KOP in Q4 2014 and held it in 1 quarter. The position peaked at $273K in Q4 2014. 108 funds tracked by Wall St. Rank hold KOP as of Q1 2015.

  • United Capital Financial Advisors reported no remaining Koppers position as of Q1 2015 after selling out during the quarter.
  • United Capital Financial Advisors sold 10,502 Koppers shares in Q1 2015, an estimated $273K.
  • United Capital Financial Advisors first reported a position in Koppers in Q4 2014 and held it in 1 quarter.
  • United Capital Financial Advisors's Koppers position peaked at $273K in Q4 2014.
  • 108 funds tracked by Wall St. Rank held Koppers as of Q1 2015.

Based on United Capital Financial Advisors's 13F filing for Q1 2015, filed 14 May 2015.