UCFA
NJ

United Capital Financial Advisors’s NIDEC CP (NIHON KABUSHIKI KAISHA)1 ADS REPTG .25 SH COM STK NJ Stock Holding History

United Capital Financial Advisors’s Portfolio NJ Stock Details NJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		– Sell
-301,676
Closed -$5.73M – 1338
2016
Q2 		$5.73M Buy
301,676
+2,291
+0.8% +$39.5K 0.06% 339
2016
Q1 		$5.13M Buy
299,385
+22,194
+8% +$378K 0.06% 327
2015
Q4 		$5.06M Buy
277,191
+23,937
+9% +$448K 0.06% 326
2015
Q3 		$4.39M Buy
253,254
+13,103
+5% +$259K 0.05% 345
2015
Q2 		$4.49M Buy
240,151
+40,829
+20% +$744K 0.05% 358
2015
Q1 		$3.72M Buy
199,322
+51,177
+35% +$859K 0.05% 405
2014
Q4 		$2.4M Buy
148,145
+18,765
+15% +$305K 0.04% 421
2014
Q3 		$2.19M Buy
+129,380
New +$2.1M 0.04% 421

Other funds holding NJ

PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
HGI
Hansberger Growth Investors Madison, Wisconsin $88.2M AUM 24.07% 1-Year Est. Return
WAM
World Asset Management Detroit, Michigan $1.01B AUM 42.4% 1-Year Est. Return
GA
Geneva Advisors Chicago, Illinois $5.81B AUM 23.71% 1-Year Est. Return
AIA
Avalon Investment & Advisory Houston, Texas $3.65B AUM 0.47% 1-Year Est. Return
JMH
J.M. Hartwell New York $560M AUM 7.14% 1-Year Est. Return
PPCM
Pillar Pacific Capital Management Pacifica, California $1.29B AUM 80.18% 1-Year Est. Return
IWA
Intercontinental Wealth Advisors San Antonio, Texas $419M AUM 22.15% 1-Year Est. Return
CIM
CIM Investment Management Pittsburgh, Pennsylvania $375M AUM 32.03% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

United Capital Financial Advisors's NJ Position: Q3 2016 in Review

United Capital Financial Advisors sold out of NIDEC CP (NIHON KABUSHIKI KAISHA)1 ADS REPTG .25 SH COM STK (NJ) in Q3 2016, closing a stake of 301,676 shares — an estimated $5.73M sold.

United Capital Financial Advisors first reported a position in NJ in Q3 2014 and held it in 8 quarters. The position peaked at $5.73M in Q2 2016. 17 funds tracked by Wall St. Rank hold NJ as of Q3 2016.

  • United Capital Financial Advisors reported no remaining NIDEC CP (NIHON KABUSHIKI KAISHA)1 ADS REPTG .25 SH COM STK position as of Q3 2016 after selling out during the quarter.
  • United Capital Financial Advisors sold 301,676 NIDEC CP (NIHON KABUSHIKI KAISHA)1 ADS REPTG .25 SH COM STK shares in Q3 2016, an estimated $5.73M.
  • United Capital Financial Advisors first reported a position in NIDEC CP (NIHON KABUSHIKI KAISHA)1 ADS REPTG .25 SH COM STK in Q3 2014 and held it in 8 quarters.
  • United Capital Financial Advisors's NIDEC CP (NIHON KABUSHIKI KAISHA)1 ADS REPTG .25 SH COM STK position peaked at $5.73M in Q2 2016.
  • 17 funds tracked by Wall St. Rank held NIDEC CP (NIHON KABUSHIKI KAISHA)1 ADS REPTG .25 SH COM STK as of Q3 2016.

Based on United Capital Financial Advisors's 13F filing for Q3 2016, filed 14 Nov 2016.