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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-30,739	Closed	-$524K	–	1323
2019 Q4	$524K	Buy	30,739 +12,676	+70%	+$207K	﹤0.01%	976
2019 Q3	$290K	Buy	18,063 +3,750	+26%	+$59.7K	﹤0.01%	1085
2019 Q2	$234K	Hold	14,313	–	–	﹤0.01%	1310
2019 Q1	$227K	Hold	14,313	–	–	﹤0.01%	1231
2018 Q4	$202K	Buy	14,313 +3,124	+28%	+$46.7K	﹤0.01%	1197
2018 Q3	$176K	Sell	11,189 -1,500	-12%	-$23.8K	﹤0.01%	1266
2018 Q2	$198K	Buy	12,689 +1,300	+11%	+$20.5K	﹤0.01%	1231
2018 Q1	$179K	Hold	11,389	–	–	﹤0.01%	1243
2017 Q4	$188K	Buy	+11,389	New	+$183K	﹤0.01%	1245

Other funds holding PID

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

FAT

First American Trust Santa Ana, California $1.49B AUM 21.98% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

SLA

Silver Lake Advisory Cottonwood Heights, Utah $252M AUM 14.62% 1-Year Est. Return

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

United Capital Financial Advisors's PID Position: Q1 2020 in Review

United Capital Financial Advisors sold out of Invesco International Dividend Achievers ETF (PID) in Q1 2020, closing a stake of 30,739 shares — an estimated $524K sold.

United Capital Financial Advisors first reported a position in PID in Q4 2017 and held it in 9 quarters. The position peaked at $524K in Q4 2019. 112 funds tracked by Wall St. Rank hold PID as of Q1 2020.

United Capital Financial Advisors reported no remaining Invesco International Dividend Achievers ETF position as of Q1 2020 after selling out during the quarter.
United Capital Financial Advisors sold 30,739 Invesco International Dividend Achievers ETF shares in Q1 2020, an estimated $524K.
United Capital Financial Advisors first reported a position in Invesco International Dividend Achievers ETF in Q4 2017 and held it in 9 quarters.
United Capital Financial Advisors's Invesco International Dividend Achievers ETF position peaked at $524K in Q4 2019.
112 funds tracked by Wall St. Rank held Invesco International Dividend Achievers ETF as of Q1 2020.

Based on United Capital Financial Advisors's 13F filing for Q1 2020, filed 15 May 2020.