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United Capital Financial Advisors’s Mine Safety MSA Stock Holding History

United Capital Financial Advisors’s Portfolio MSA Stock Details MSA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-2,024
Closed -$215K – 1346
2018
Q3 		$215K Sell
2,024
-300
-13% -$30.3K ﹤0.01% 1232
2018
Q2 		$224K Buy
+2,324
New +$210K ﹤0.01% 1192
2018
Q1 		– Sell
-2,940
Closed -$228K – 1339
2017
Q4 		$228K Sell
2,940
-37
-1% -$2.95K ﹤0.01% 1206
2017
Q3 		$237K Sell
2,977
-10
-0.3% -$748 ﹤0.01% 1197
2017
Q2 		$242K Buy
+2,987
New +$232K ﹤0.01% 1145

Other funds holding MSA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

United Capital Financial Advisors's MSA Position: Q4 2018 in Review

United Capital Financial Advisors sold out of Mine Safety (MSA) in Q4 2018, closing a stake of 2,024 shares — an estimated $215K sold.

United Capital Financial Advisors first reported a position in MSA in Q2 2017 and held it in 5 quarters. The position peaked at $242K in Q2 2017. 235 funds tracked by Wall St. Rank hold MSA as of Q4 2018.

  • United Capital Financial Advisors reported no remaining Mine Safety position as of Q4 2018 after selling out during the quarter.
  • United Capital Financial Advisors sold 2,024 Mine Safety shares in Q4 2018, an estimated $215K.
  • United Capital Financial Advisors first reported a position in Mine Safety in Q2 2017 and held it in 5 quarters.
  • United Capital Financial Advisors's Mine Safety position peaked at $242K in Q2 2017.
  • 235 funds tracked by Wall St. Rank held Mine Safety as of Q4 2018.

Based on United Capital Financial Advisors's 13F filing for Q4 2018, filed 14 Feb 2019.