United Capital Financial Advisors’s FlexShares STOXX Global Broad Infrastructure Index Fund NFRA Stock Holding History

United Capital Financial Advisors’s Portfolio NFRA Stock Details NFRA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q4	–	Sell	-4,356	Closed	-$217K	–	1217
2020 Q3	$217K	Hold	4,356	–	–	﹤0.01%	1051
2020 Q2	$208K	Buy	+4,356	New	+$202K	﹤0.01%	1097
2020 Q1	–	Sell	-5,101	Closed	-$275K	–	1311
2019 Q4	$275K	Buy	+5,101	New	+$268K	﹤0.01%	1174
2019 Q3	–	Sell	-4,973	Closed	-$254K	–	1424
2019 Q2	$254K	Buy	+4,973	New	+$249K	﹤0.01%	1282

Other funds holding NFRA

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

APCM

Alaska Permanent Capital Management Anchorage, Alaska $1.43B AUM 13.12% 1-Year Est. Return

AWA

Alaska Wealth Advisors Anchorage, Alaska $833M AUM 12.27% 1-Year Est. Return

LFA

Landmark Financial Advisors Bowling Green, Kentucky $278M AUM 11.67% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CNBT

Cornerstone National Bank & Trust Palatine, Illinois $271M AUM 11.79% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

NBT Bank Norwich, New York $1.53B AUM 21.16% 1-Year Est. Return

UBG

United Bank (Georgia) Zebulon, Georgia $301M AUM 19.61% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

United Capital Financial Advisors's NFRA Position: Q4 2020 in Review

United Capital Financial Advisors sold out of FlexShares STOXX Global Broad Infrastructure Index Fund (NFRA) in Q4 2020, closing a stake of 4,356 shares — an estimated $217K sold.

United Capital Financial Advisors first reported a position in NFRA in Q2 2019 and held it in 4 quarters. The position peaked at $275K in Q4 2019. 71 funds tracked by Wall St. Rank hold NFRA as of Q4 2020.

United Capital Financial Advisors reported no remaining FlexShares STOXX Global Broad Infrastructure Index Fund position as of Q4 2020 after selling out during the quarter.
United Capital Financial Advisors sold 4,356 FlexShares STOXX Global Broad Infrastructure Index Fund shares in Q4 2020, an estimated $217K.
United Capital Financial Advisors first reported a position in FlexShares STOXX Global Broad Infrastructure Index Fund in Q2 2019 and held it in 4 quarters.
United Capital Financial Advisors's FlexShares STOXX Global Broad Infrastructure Index Fund position peaked at $275K in Q4 2019.
71 funds tracked by Wall St. Rank held FlexShares STOXX Global Broad Infrastructure Index Fund as of Q4 2020.

Based on United Capital Financial Advisors's 13F filing for Q4 2020, filed 17 Feb 2021.