United Capital Financial Advisors’s Kosmos Energy KOS Stock Holding History

United Capital Financial Advisors’s Portfolio KOS Stock Details KOS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	–	Sell	-435,765	Closed	-$1.77M	–	1376
2018 Q4	$1.77M	Buy	435,765 +251,450	+136%	+$1.55M	0.01%	587
2018 Q3	$1.72M	Buy	+184,315	New	+$1.56M	0.01%	643
2014 Q4	–	Sell	-86,531	Closed	-$862K	–	1175
2014 Q3	$862K	Buy	+86,531	New	+$867K	0.02%	645
2014 Q1	–	Sell	-62,724	Closed	-$701K	–	930
2013 Q4	$701K	Buy	62,724 +25,844	+70%	+$276K	0.02%	386
2013 Q3	$379K	Buy	+36,880	New	+$386K	0.01%	508

Other funds holding KOS

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

FRGX

First Reserve GP XIII Stamford, Connecticut $52.9M AUM 17.37% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

United Capital Financial Advisors's KOS Position: Q1 2019 in Review

United Capital Financial Advisors sold out of Kosmos Energy (KOS) in Q1 2019, closing a stake of 435,765 shares — an estimated $1.77M sold.

United Capital Financial Advisors first reported a position in KOS in Q3 2013 and held it in 5 quarters. The position peaked at $1.77M in Q4 2018. 173 funds tracked by Wall St. Rank hold KOS as of Q1 2019.

United Capital Financial Advisors reported no remaining Kosmos Energy position as of Q1 2019 after selling out during the quarter.
United Capital Financial Advisors sold 435,765 Kosmos Energy shares in Q1 2019, an estimated $1.77M.
United Capital Financial Advisors first reported a position in Kosmos Energy in Q3 2013 and held it in 5 quarters.
United Capital Financial Advisors's Kosmos Energy position peaked at $1.77M in Q4 2018.
173 funds tracked by Wall St. Rank held Kosmos Energy as of Q1 2019.

Based on United Capital Financial Advisors's 13F filing for Q1 2019, filed 14 May 2019.