UCFA
MRC

United Capital Financial Advisors’s MRC Global MRC Stock Holding History

United Capital Financial Advisors’s Portfolio MRC Stock Details MRC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-236,244
Closed -$3.58M – 1257
2014
Q4 		$3.58M Sell
236,244
-59,825
-20% -$1.16M 0.05% 327
2014
Q3 		$6.9M Buy
296,069
+2,909
+1% +$74.7K 0.12% 199
2014
Q2 		$8.29M Buy
293,160
+8,018
+3% +$228K 0.15% 172
2014
Q1 		$7.69M Buy
+285,142
New +$7.98M 0.16% 143

Other funds holding MRC

Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
RCG
Ruane, Cunniff & Goldfarb New York $6.03B AUM 12.06% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
RIM
RS Investment Management San Francisco, California $9.73B AUM 3.24% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return

United Capital Financial Advisors's MRC Position: Q1 2015 in Review

United Capital Financial Advisors sold out of MRC Global (MRC) in Q1 2015, closing a stake of 236,244 shares — an estimated $3.58M sold.

United Capital Financial Advisors first reported a position in MRC in Q1 2014 and held it in 4 quarters. The position peaked at $8.29M in Q2 2014. 168 funds tracked by Wall St. Rank hold MRC as of Q1 2015.

  • United Capital Financial Advisors reported no remaining MRC Global position as of Q1 2015 after selling out during the quarter.
  • United Capital Financial Advisors sold 236,244 MRC Global shares in Q1 2015, an estimated $3.58M.
  • United Capital Financial Advisors first reported a position in MRC Global in Q1 2014 and held it in 4 quarters.
  • United Capital Financial Advisors's MRC Global position peaked at $8.29M in Q2 2014.
  • 168 funds tracked by Wall St. Rank held MRC Global as of Q1 2015.

Based on United Capital Financial Advisors's 13F filing for Q1 2015, filed 14 May 2015.