United Capital Financial Advisors’s VanEck Long/Flat Trend ETF LFEQ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	–	Sell	-9,641	Closed	-$280K	–	1199
2020 Q2	$280K	Sell	9,641 -18,872	-66%	-$517K	﹤0.01%	1015
2020 Q1	$687K	Sell	28,513 -70,936	-71%	-$2.02M	0.01%	716
2019 Q4	$2.99M	Sell	99,449 -25,544	-20%	-$741K	0.02%	521
2019 Q3	$3.5M	Sell	124,993 -15,703	-11%	-$436K	0.02%	486
2019 Q2	$3.88M	Sell	140,696 -2,528	-2%	-$68.2K	0.03%	468
2019 Q1	$3.8M	Buy	143,224 +5,891	+4%	+$152K	0.03%	460
2018 Q4	$3.38M	Buy	137,333 +30,475	+29%	+$802K	0.03%	450
2018 Q3	$3.02M	Buy	106,858 +16,522	+18%	+$457K	0.02%	527
2018 Q2	$2.4M	Buy	90,336 +71,311	+375%	+$1.88M	0.02%	553
2018 Q1	$493K	Buy	+19,025	New	+$511K	﹤0.01%	965

Other funds holding LFEQ

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

SWA

SFMG Wealth Advisors Plano, Texas $1.48B AUM 15.85% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

CWM

Cornerstone Wealth Management St. Peters, Missouri $2.33B AUM 25.21% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

United Capital Financial Advisors's LFEQ Position: Q3 2020 in Review

United Capital Financial Advisors sold out of VanEck Long/Flat Trend ETF (LFEQ) in Q3 2020, closing a stake of 9,641 shares — an estimated $280K sold.

United Capital Financial Advisors first reported a position in LFEQ in Q1 2018 and held it in 10 quarters. The position peaked at $3.88M in Q2 2019. 15 funds tracked by Wall St. Rank hold LFEQ as of Q3 2020.

United Capital Financial Advisors reported no remaining VanEck Long/Flat Trend ETF position as of Q3 2020 after selling out during the quarter.
United Capital Financial Advisors sold 9,641 VanEck Long/Flat Trend ETF shares in Q3 2020, an estimated $280K.
United Capital Financial Advisors first reported a position in VanEck Long/Flat Trend ETF in Q1 2018 and held it in 10 quarters.
United Capital Financial Advisors's VanEck Long/Flat Trend ETF position peaked at $3.88M in Q2 2019.
15 funds tracked by Wall St. Rank held VanEck Long/Flat Trend ETF as of Q3 2020.

Based on United Capital Financial Advisors's 13F filing for Q3 2020, filed 13 Nov 2020.