United Capital Financial Advisors’s Invesco Dividend Achievers ETF PFM Stock Holding History

United Capital Financial Advisors’s Portfolio PFM Stock Details PFM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q3	–	Sell	-9,872	Closed	-$227K	–	1297
2016 Q2	$227K	Sell	9,872 -9,946	-50%	-$218K	﹤0.01%	1138
2016 Q1	$431K	Sell	19,818 -19,046	-49%	-$390K	﹤0.01%	920
2015 Q4	$799K	Sell	38,864 -39,537	-50%	-$814K	0.01%	749
2015 Q3	$1.52M	Sell	78,401 -1,572	-2%	-$32K	0.02%	580
2015 Q2	$1.66M	Buy	+79,973	New	+$1.71M	0.02%	610

Other funds holding PFM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

SFG

StrategIQ Financial Group Merrillville, Indiana $885M AUM 14.92% 1-Year Est. Return

Thomaspartners Boston, Massachusetts $13.7B AUM 8.42% 1-Year Est. Return

United Capital Financial Advisors's PFM Position: Q3 2016 in Review

United Capital Financial Advisors sold out of Invesco Dividend Achievers ETF (PFM) in Q3 2016, closing a stake of 9,872 shares — an estimated $227K sold.

United Capital Financial Advisors first reported a position in PFM in Q2 2015 and held it in 5 quarters. The position peaked at $1.66M in Q2 2015. 52 funds tracked by Wall St. Rank hold PFM as of Q3 2016.

United Capital Financial Advisors reported no remaining Invesco Dividend Achievers ETF position as of Q3 2016 after selling out during the quarter.
United Capital Financial Advisors sold 9,872 Invesco Dividend Achievers ETF shares in Q3 2016, an estimated $227K.
United Capital Financial Advisors first reported a position in Invesco Dividend Achievers ETF in Q2 2015 and held it in 5 quarters.
United Capital Financial Advisors's Invesco Dividend Achievers ETF position peaked at $1.66M in Q2 2015.
52 funds tracked by Wall St. Rank held Invesco Dividend Achievers ETF as of Q3 2016.

Based on United Capital Financial Advisors's 13F filing for Q3 2016, filed 14 Nov 2016.