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United Capital Financial Advisors’s Outlook Therapeutics OTLK Stock Holding History

United Capital Financial Advisors’s Portfolio OTLK Stock Details OTLK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-1,981
Closed -$59K – 1413
2019
Q3 		$59K Sell
1,981
-9
-0.5% -$347 ﹤0.01% 1262
2019
Q2 		$83K Buy
1,990
+9
+0.5% +$419 ﹤0.01% 1417
2019
Q1 		$293K Buy
+1,981
New +$280K ﹤0.01% 1131

Other funds holding OTLK

LA
LVW Advisors Pittsford, New York $1.16B AUM 26.37% 1-Year Est. Return
SM
Sabby Management Miami Beach, Florida $45.1M AUM 74.25% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
DI
DFPG Investments Sandy, Utah $1.28B AUM 27.55% 1-Year Est. Return

United Capital Financial Advisors's OTLK Position: Q4 2019 in Review

United Capital Financial Advisors sold out of Outlook Therapeutics (OTLK) in Q4 2019, closing a stake of 1,981 shares — an estimated $59K sold.

United Capital Financial Advisors first reported a position in OTLK in Q1 2019 and held it in 3 quarters. The position peaked at $293K in Q1 2019. 17 funds tracked by Wall St. Rank hold OTLK as of Q4 2019.

  • United Capital Financial Advisors reported no remaining Outlook Therapeutics position as of Q4 2019 after selling out during the quarter.
  • United Capital Financial Advisors sold 1,981 Outlook Therapeutics shares in Q4 2019, an estimated $59K.
  • United Capital Financial Advisors first reported a position in Outlook Therapeutics in Q1 2019 and held it in 3 quarters.
  • United Capital Financial Advisors's Outlook Therapeutics position peaked at $293K in Q1 2019.
  • 17 funds tracked by Wall St. Rank held Outlook Therapeutics as of Q4 2019.

Based on United Capital Financial Advisors's 13F filing for Q4 2019, filed 14 Feb 2020.