UCFA
MUAC

United Capital Financial Advisors’s ISHARES TR 2014 AMT-FREE MUN TERM ETF MUAC Stock Holding History

United Capital Financial Advisors’s Portfolio MUAC Stock Details MUAC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-20,149
Closed -$1.03M – 1146
2014
Q2 		$1.03M Buy
20,149
+15,089
+298% +$772K 0.02% 560
2014
Q1 		$259K Buy
+5,060
New +$260K 0.01% 816

United Capital Financial Advisors's MUAC Position: Q3 2014 in Review

United Capital Financial Advisors sold out of ISHARES TR 2014 AMT-FREE MUN TERM ETF (MUAC) in Q3 2014, closing a stake of 20,149 shares — an estimated $1.03M sold.

United Capital Financial Advisors first reported a position in MUAC in Q1 2014 and held it in 2 quarters. The position peaked at $1.03M in Q2 2014. 0 funds tracked by Wall St. Rank hold MUAC as of Q3 2014.

  • United Capital Financial Advisors reported no remaining ISHARES TR 2014 AMT-FREE MUN TERM ETF position as of Q3 2014 after selling out during the quarter.
  • United Capital Financial Advisors sold 20,149 ISHARES TR 2014 AMT-FREE MUN TERM ETF shares in Q3 2014, an estimated $1.03M.
  • United Capital Financial Advisors first reported a position in ISHARES TR 2014 AMT-FREE MUN TERM ETF in Q1 2014 and held it in 2 quarters.
  • United Capital Financial Advisors's ISHARES TR 2014 AMT-FREE MUN TERM ETF position peaked at $1.03M in Q2 2014.
  • 0 funds tracked by Wall St. Rank held ISHARES TR 2014 AMT-FREE MUN TERM ETF as of Q3 2014.

Based on United Capital Financial Advisors's 13F filing for Q3 2014, filed 13 Nov 2014.