UCFA
LQ

United Capital Financial Advisors’s La Quinta Holdings Inc. LQ Stock Holding History

United Capital Financial Advisors’s Portfolio LQ Stock Details LQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-29,651
Closed -$438K – 1356
2017
Q2 		$438K Buy
29,651
+5,956
+25% +$84.1K ﹤0.01% 963
2017
Q1 		$320K Buy
23,695
+10,134
+75% +$142K ﹤0.01% 1031
2016
Q4 		$193K Buy
+13,561
New +$161K ﹤0.01% 1191
2016
Q3 		– Sell
-10,587
Closed -$116K – 1323
2016
Q2 		$116K Buy
+10,587
New +$126K ﹤0.01% 1211

Other funds holding LQ

Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LCG
Luxor Capital Group New York $1.43B AUM 30.88% 1-Year Est. Return
IAM
Iridian Asset Management Westport, Connecticut $291M AUM 49.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

United Capital Financial Advisors's LQ Position: Q3 2017 in Review

United Capital Financial Advisors sold out of La Quinta Holdings Inc. (LQ) in Q3 2017, closing a stake of 29,651 shares — an estimated $438K sold.

United Capital Financial Advisors first reported a position in LQ in Q2 2016 and held it in 4 quarters. The position peaked at $438K in Q2 2017. 122 funds tracked by Wall St. Rank hold LQ as of Q3 2017.

  • United Capital Financial Advisors reported no remaining La Quinta Holdings Inc. position as of Q3 2017 after selling out during the quarter.
  • United Capital Financial Advisors sold 29,651 La Quinta Holdings Inc. shares in Q3 2017, an estimated $438K.
  • United Capital Financial Advisors first reported a position in La Quinta Holdings Inc. in Q2 2016 and held it in 4 quarters.
  • United Capital Financial Advisors's La Quinta Holdings Inc. position peaked at $438K in Q2 2017.
  • 122 funds tracked by Wall St. Rank held La Quinta Holdings Inc. as of Q3 2017.

Based on United Capital Financial Advisors's 13F filing for Q3 2017, filed 14 Nov 2017.