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United Capital Financial Advisors’s Navios Maritime Partners NMM Stock Holding History

United Capital Financial Advisors’s Portfolio NMM Stock Details NMM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		– Sell
-689
Closed -$135K – 1295
2015
Q1 		$135K Buy
+689
New +$124K ﹤0.01% 1205

Other funds holding NMM

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Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
NIM
NXG Investment Management Dallas, Texas $2.02B AUM 30.38% 1-Year Est. Return
SCA
Salient Capital Advisors Houston, Texas $1.74B AUM 12.95% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ACM
Advisors Capital Management Ridgewood, New Jersey $8.58B AUM 23.43% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
TFMS
Trust & Fiduciary Management Services Boston, Massachusetts $126M AUM 9.97% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

United Capital Financial Advisors's NMM Position: Q2 2015 in Review

United Capital Financial Advisors sold out of Navios Maritime Partners (NMM) in Q2 2015, closing a stake of 689 shares — an estimated $135K sold.

United Capital Financial Advisors first reported a position in NMM in Q1 2015 and held it in 1 quarter. The position peaked at $135K in Q1 2015. 77 funds tracked by Wall St. Rank hold NMM as of Q2 2015.

  • United Capital Financial Advisors reported no remaining Navios Maritime Partners position as of Q2 2015 after selling out during the quarter.
  • United Capital Financial Advisors sold 689 Navios Maritime Partners shares in Q2 2015, an estimated $135K.
  • United Capital Financial Advisors first reported a position in Navios Maritime Partners in Q1 2015 and held it in 1 quarter.
  • United Capital Financial Advisors's Navios Maritime Partners position peaked at $135K in Q1 2015.
  • 77 funds tracked by Wall St. Rank held Navios Maritime Partners as of Q2 2015.

Based on United Capital Financial Advisors's 13F filing for Q2 2015, filed 11 Aug 2015.