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United Capital Financial Advisors’s PEDEVCO PED Stock Holding History

United Capital Financial Advisors’s Portfolio PED Stock Details PED Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-73
Closed -$2K – 1272
2016
Q4 		$2K Hold
73
– – ﹤0.01% 1249
2016
Q3 		$3K Hold
73
– – ﹤0.01% 1254
2016
Q2 		$0 Hold
73
– – ﹤0.01% 1277
2016
Q1 		$3K Hold
73
– – ﹤0.01% 1210
2015
Q4 		$4K Hold
73
– – ﹤0.01% 1203
2015
Q3 		$4K Hold
73
– – ﹤0.01% 1236
2015
Q2 		$7K Hold
73
– – ﹤0.01% 1247
2015
Q1 		$10K Buy
+73
New +$8.68K ﹤0.01% 1232

Other funds holding PED

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
GA
Geneva Advisors Chicago, Illinois $5.81B AUM 23.71% 1-Year Est. Return
SRC
Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
SMH
Sanders Morris Harris Houston, Texas $172M AUM 22.54% 1-Year Est. Return
VKH
Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

United Capital Financial Advisors's PED Position: Q1 2017 in Review

United Capital Financial Advisors sold out of PEDEVCO (PED) in Q1 2017, closing a stake of 73 shares — an estimated $2K sold.

United Capital Financial Advisors first reported a position in PED in Q1 2015 and held it in 8 quarters. The position peaked at $10K in Q1 2015. 14 funds tracked by Wall St. Rank hold PED as of Q1 2017.

  • United Capital Financial Advisors reported no remaining PEDEVCO position as of Q1 2017 after selling out during the quarter.
  • United Capital Financial Advisors sold 73 PEDEVCO shares in Q1 2017, an estimated $2K.
  • United Capital Financial Advisors first reported a position in PEDEVCO in Q1 2015 and held it in 8 quarters.
  • United Capital Financial Advisors's PEDEVCO position peaked at $10K in Q1 2015.
  • 14 funds tracked by Wall St. Rank held PEDEVCO as of Q1 2017.

Based on United Capital Financial Advisors's 13F filing for Q1 2017, filed 12 May 2017.