UCFA
PE

United Capital Financial Advisors’s PARSLEY ENERGY INC PE Stock Holding History

United Capital Financial Advisors’s Portfolio PE Stock Details PE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-60,776
Closed -$649K – 1247
2020
Q2 		$649K Buy
+60,776
New +$563K ﹤0.01% 779

Other funds holding PE

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Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

United Capital Financial Advisors's PE Position: Q3 2020 in Review

United Capital Financial Advisors sold out of PARSLEY ENERGY INC (PE) in Q3 2020, closing a stake of 60,776 shares — an estimated $649K sold.

United Capital Financial Advisors first reported a position in PE in Q2 2020 and held it in 1 quarter. The position peaked at $649K in Q2 2020. 328 funds tracked by Wall St. Rank hold PE as of Q3 2020.

  • United Capital Financial Advisors reported no remaining PARSLEY ENERGY INC position as of Q3 2020 after selling out during the quarter.
  • United Capital Financial Advisors sold 60,776 PARSLEY ENERGY INC shares in Q3 2020, an estimated $649K.
  • United Capital Financial Advisors first reported a position in PARSLEY ENERGY INC in Q2 2020 and held it in 1 quarter.
  • United Capital Financial Advisors's PARSLEY ENERGY INC position peaked at $649K in Q2 2020.
  • 328 funds tracked by Wall St. Rank held PARSLEY ENERGY INC as of Q3 2020.

Based on United Capital Financial Advisors's 13F filing for Q3 2020, filed 13 Nov 2020.