UCFA
MWV

United Capital Financial Advisors’s MEADWESTVACO CORP MWV Stock Holding History

United Capital Financial Advisors’s Portfolio MWV Stock Details MWV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		– Sell
-23,959
Closed -$1.13M – 1354
2015
Q2 		$1.13M Buy
23,959
+1,727
+8% +$84.7K 0.01% 702
2015
Q1 		$1.08M Buy
22,232
+8,848
+66% +$441K 0.01% 703
2014
Q4 		$594K Sell
13,384
-47
-0.3% -$2.03K 0.01% 772
2014
Q3 		$550K Sell
13,431
-973
-7% -$41.6K 0.01% 768
2014
Q2 		$638K Sell
14,404
-208
-1% -$8.44K 0.01% 649
2014
Q1 		$550K Buy
14,612
+4,216
+41% +$153K 0.01% 618
2013
Q4 		$384K Buy
10,396
+4,811
+86% +$174K 0.01% 474
2013
Q3 		$214K Buy
+5,585
New +$206K 0.01% 624

Other funds holding MWV

SAM
Shell Asset Management The Hague, Netherlands $996M AUM 26.19% 1-Year Est. Return
SB
Suntrust Banks Atlanta, Georgia $19.2B AUM 13.68% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

United Capital Financial Advisors's MWV Position: Q3 2015 in Review

United Capital Financial Advisors sold out of MEADWESTVACO CORP (MWV) in Q3 2015, closing a stake of 23,959 shares — an estimated $1.13M sold.

United Capital Financial Advisors first reported a position in MWV in Q3 2013 and held it in 8 quarters. The position peaked at $1.13M in Q2 2015. 3 funds tracked by Wall St. Rank hold MWV as of Q3 2015.

  • United Capital Financial Advisors reported no remaining MEADWESTVACO CORP position as of Q3 2015 after selling out during the quarter.
  • United Capital Financial Advisors sold 23,959 MEADWESTVACO CORP shares in Q3 2015, an estimated $1.13M.
  • United Capital Financial Advisors first reported a position in MEADWESTVACO CORP in Q3 2013 and held it in 8 quarters.
  • United Capital Financial Advisors's MEADWESTVACO CORP position peaked at $1.13M in Q2 2015.
  • 3 funds tracked by Wall St. Rank held MEADWESTVACO CORP as of Q3 2015.

Based on United Capital Financial Advisors's 13F filing for Q3 2015, filed 13 Nov 2015.