UCFA
N

United Capital Financial Advisors’s Netsuite Inc N Stock Holding History

United Capital Financial Advisors’s Portfolio N Stock Details N Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-46,069
Closed -$5.1M – 1354
2016
Q3 		$5.1M Sell
46,069
-6,502
-12% -$655K 0.05% 374
2016
Q2 		$3.84M Buy
52,571
+2,052
+4% +$157K 0.04% 417
2016
Q1 		$3.46M Buy
50,519
+5,987
+13% +$392K 0.04% 415
2015
Q4 		$3.77M Sell
44,532
-4,083
-8% -$349K 0.04% 400
2015
Q3 		$4.08M Buy
48,615
+1,830
+4% +$168K 0.05% 363
2015
Q2 		$4.29M Sell
46,785
-422
-0.9% -$40K 0.05% 374
2015
Q1 		$4.51M Buy
47,207
+4,259
+10% +$422K 0.06% 358
2014
Q4 		$4.69M Buy
42,948
+7,311
+21% +$747K 0.07% 264
2014
Q3 		$3.19M Buy
35,637
+2,141
+6% +$182K 0.06% 327
2014
Q2 		$2.91M Buy
33,496
+19,587
+141% +$1.58M 0.05% 333
2014
Q1 		$1.32M Buy
13,909
+559
+4% +$59.7K 0.03% 428
2013
Q4 		$1.38M Sell
13,350
-706
-5% -$70.8K 0.05% 292
2013
Q3 		$1.52M Sell
14,056
-1,042
-7% -$103K 0.05% 292
2013
Q2 		$1.39M Buy
+15,098
New +$1.29M 0.04% 359

Other funds holding N

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

United Capital Financial Advisors's N Position: Q4 2016 in Review

United Capital Financial Advisors sold out of Netsuite Inc (N) in Q4 2016, closing a stake of 46,069 shares — an estimated $5.1M sold.

United Capital Financial Advisors first reported a position in N in Q2 2013 and held it in 14 quarters. The position peaked at $5.1M in Q3 2016. 1 fund tracked by Wall St. Rank holds N as of Q4 2016.

  • United Capital Financial Advisors reported no remaining Netsuite Inc position as of Q4 2016 after selling out during the quarter.
  • United Capital Financial Advisors sold 46,069 Netsuite Inc shares in Q4 2016, an estimated $5.1M.
  • United Capital Financial Advisors first reported a position in Netsuite Inc in Q2 2013 and held it in 14 quarters.
  • United Capital Financial Advisors's Netsuite Inc position peaked at $5.1M in Q3 2016.
  • 1 fund tracked by Wall St. Rank held Netsuite Inc as of Q4 2016.

Based on United Capital Financial Advisors's 13F filing for Q4 2016, filed 15 Feb 2017.