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United Capital Financial Advisors’s Oak Valley Bancorp OVLY Stock Holding History

United Capital Financial Advisors’s Portfolio OVLY Stock Details OVLY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-11,435
Closed -$116K – 1260
2014
Q4 		$116K Sell
11,435
-12,334
-52% -$125K ﹤0.01% 1134
2014
Q3 		$238K Buy
+23,769
New +$240K ﹤0.01% 989

Other funds holding OVLY

BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
MCM
Maltese Capital Management New York $508M AUM 21.31% 1-Year Est. Return
MAA
Mraz Amerine & Associates Modesto, California $697M AUM 19.37% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AIG
American International Group New York $609M AUM 23.67% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
BIM
BlackRock Investment Management Wilmington, Delaware $86.4B AUM 16.83% 1-Year Est. Return

United Capital Financial Advisors's OVLY Position: Q1 2015 in Review

United Capital Financial Advisors sold out of Oak Valley Bancorp (OVLY) in Q1 2015, closing a stake of 11,435 shares — an estimated $116K sold.

United Capital Financial Advisors first reported a position in OVLY in Q3 2014 and held it in 2 quarters. The position peaked at $238K in Q3 2014. 12 funds tracked by Wall St. Rank hold OVLY as of Q1 2015.

  • United Capital Financial Advisors reported no remaining Oak Valley Bancorp position as of Q1 2015 after selling out during the quarter.
  • United Capital Financial Advisors sold 11,435 Oak Valley Bancorp shares in Q1 2015, an estimated $116K.
  • United Capital Financial Advisors first reported a position in Oak Valley Bancorp in Q3 2014 and held it in 2 quarters.
  • United Capital Financial Advisors's Oak Valley Bancorp position peaked at $238K in Q3 2014.
  • 12 funds tracked by Wall St. Rank held Oak Valley Bancorp as of Q1 2015.

Based on United Capital Financial Advisors's 13F filing for Q1 2015, filed 14 May 2015.