UCFA
MOO icon

United Capital Financial Advisors’s VanEck Agribusiness ETF MOO Stock Holding History

United Capital Financial Advisors’s Portfolio MOO Stock Details MOO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-5,522
Closed -$283K – 717
2013
Q3 		$283K Sell
5,522
-19,800
-78% -$1.01M 0.01% 570
2013
Q2 		$1.3M Buy
+25,322
New +$1.35M 0.03% 370

Other funds holding MOO

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LMIM
Lockheed Martin Investment Management Bethesda, Maryland $2.53B AUM 37.62% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
FAG
Financial Advisory Group Houston, Texas $567M AUM 19.38% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

United Capital Financial Advisors's MOO Position: Q4 2013 in Review

United Capital Financial Advisors sold out of VanEck Agribusiness ETF (MOO) in Q4 2013, closing a stake of 5,522 shares — an estimated $283K sold.

United Capital Financial Advisors first reported a position in MOO in Q2 2013 and held it in 2 quarters. The position peaked at $1.3M in Q2 2013. 170 funds tracked by Wall St. Rank hold MOO as of Q4 2013.

  • United Capital Financial Advisors reported no remaining VanEck Agribusiness ETF position as of Q4 2013 after selling out during the quarter.
  • United Capital Financial Advisors sold 5,522 VanEck Agribusiness ETF shares in Q4 2013, an estimated $283K.
  • United Capital Financial Advisors first reported a position in VanEck Agribusiness ETF in Q2 2013 and held it in 2 quarters.
  • United Capital Financial Advisors's VanEck Agribusiness ETF position peaked at $1.3M in Q2 2013.
  • 170 funds tracked by Wall St. Rank held VanEck Agribusiness ETF as of Q4 2013.

Based on United Capital Financial Advisors's 13F filing for Q4 2013, filed 13 Feb 2014.