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United Capital Financial Advisors’s Natural Alternatives International NAII Stock Holding History

United Capital Financial Advisors’s Portfolio NAII Stock Details NAII Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-123,026
Closed -$841K – 1209
2020
Q2 		$841K Buy
+123,026
New +$835K 0.01% 715

Other funds holding NAII

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CCB
Cutter & Co Brokerage Ballwin, Missouri $423M AUM 15.02% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

United Capital Financial Advisors's NAII Position: Q3 2020 in Review

United Capital Financial Advisors sold out of Natural Alternatives International (NAII) in Q3 2020, closing a stake of 123,026 shares — an estimated $841K sold.

United Capital Financial Advisors first reported a position in NAII in Q2 2020 and held it in 1 quarter. The position peaked at $841K in Q2 2020. 23 funds tracked by Wall St. Rank hold NAII as of Q3 2020.

  • United Capital Financial Advisors reported no remaining Natural Alternatives International position as of Q3 2020 after selling out during the quarter.
  • United Capital Financial Advisors sold 123,026 Natural Alternatives International shares in Q3 2020, an estimated $841K.
  • United Capital Financial Advisors first reported a position in Natural Alternatives International in Q2 2020 and held it in 1 quarter.
  • United Capital Financial Advisors's Natural Alternatives International position peaked at $841K in Q2 2020.
  • 23 funds tracked by Wall St. Rank held Natural Alternatives International as of Q3 2020.

Based on United Capital Financial Advisors's 13F filing for Q3 2020, filed 13 Nov 2020.