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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow 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 +$259K 0.01% 816