United Capital Financial Advisors’s MainSource Financial Group Inc MSFG Stock Holding History

United Capital Financial Advisors’s Portfolio MSFG Stock Details MSFG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-37,671	Closed	-$1.26M	–	1371
2017 Q2	$1.26M	Sell	37,671 -1,512	-4%	-$50.1K	0.01%	702
2017 Q1	$1.29M	Sell	39,183 -858	-2%	-$28.6K	0.01%	669
2016 Q4	$1.38M	Sell	40,041 -9,409	-19%	-$271K	0.01%	650
2016 Q3	$1.23M	Sell	49,450 -3,323	-6%	-$76.8K	0.01%	719
2016 Q2	$1.16M	Buy	+52,773	New	+$1.15M	0.01%	695

Other funds holding MSFG

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

HCM

Hilton Capital Management Garden City, New York $1.32B AUM 15.59% 1-Year Est. Return

JAM

Jacobs Asset Management New York $167M AUM 22.68% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

United Capital Financial Advisors sold out of MainSource Financial Group Inc (MSFG) in Q3 2017, closing a stake of 37,671 shares — an estimated $1.26M sold.

United Capital Financial Advisors first reported a position in MSFG in Q2 2016 and held it in 5 quarters. The position peaked at $1.38M in Q4 2016. 125 funds tracked by Wall St. Rank hold MSFG as of Q3 2017.

United Capital Financial Advisors reported no remaining MainSource Financial Group Inc position as of Q3 2017 after selling out during the quarter.
United Capital Financial Advisors sold 37,671 MainSource Financial Group Inc shares in Q3 2017, an estimated $1.26M.
United Capital Financial Advisors first reported a position in MainSource Financial Group Inc in Q2 2016 and held it in 5 quarters.
United Capital Financial Advisors's MainSource Financial Group Inc position peaked at $1.38M in Q4 2016.
125 funds tracked by Wall St. Rank held MainSource Financial Group Inc as of Q3 2017.

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