UCFA
LGF

United Capital Financial Advisors’s Lions Gate Entertainment LGF Stock Holding History

United Capital Financial Advisors’s Portfolio LGF Stock Details LGF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-478,495
Closed -$9.56M – 1352
2016
Q3 		$9.56M Sell
478,495
-40,818
-8% -$836K 0.09% 268
2016
Q2 		$10.4M Buy
519,313
+51,237
+11% +$1.07M 0.11% 218
2016
Q1 		$10.2M Buy
468,076
+97,404
+26% +$2.32M 0.11% 198
2015
Q4 		$12M Buy
370,672
+10,717
+3% +$394K 0.14% 168
2015
Q3 		$13.2M Buy
359,955
+7,440
+2% +$281K 0.16% 134
2015
Q2 		$13.1M Buy
352,515
+156,918
+80% +$5.24M 0.15% 158
2015
Q1 		$6.07M Buy
+195,597
New +$6.14M 0.07% 303

Other funds holding LGF

SIC
Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return
FPF
FNY Partners Fund New York $185M AUM 32.57% 1-Year Est. Return
PRS
Pinkerton Retirement Specialists Coeur D Alene, Idaho $1.16B AUM 28.78% 1-Year Est. Return

United Capital Financial Advisors's LGF Position: Q4 2016 in Review

United Capital Financial Advisors sold out of Lions Gate Entertainment (LGF) in Q4 2016, closing a stake of 478,495 shares — an estimated $9.56M sold.

United Capital Financial Advisors first reported a position in LGF in Q1 2015 and held it in 7 quarters. The position peaked at $13.2M in Q3 2015. 3 funds tracked by Wall St. Rank hold LGF as of Q4 2016.

  • United Capital Financial Advisors reported no remaining Lions Gate Entertainment position as of Q4 2016 after selling out during the quarter.
  • United Capital Financial Advisors sold 478,495 Lions Gate Entertainment shares in Q4 2016, an estimated $9.56M.
  • United Capital Financial Advisors first reported a position in Lions Gate Entertainment in Q1 2015 and held it in 7 quarters.
  • United Capital Financial Advisors's Lions Gate Entertainment position peaked at $13.2M in Q3 2015.
  • 3 funds tracked by Wall St. Rank held Lions Gate Entertainment as of Q4 2016.

Based on United Capital Financial Advisors's 13F filing for Q4 2016, filed 15 Feb 2017.