United Capital Financial Advisors’s PALL CORP PLL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q1	–	Sell	-9,683	Closed	-$980K	–	1298
2014 Q4	$980K	Sell	9,683 -182	-2%	-$16.8K	0.01%	655
2014 Q3	$826K	Sell	9,865 -6,348	-39%	-$520K	0.01%	656
2014 Q2	$1.38M	Sell	16,213 -762	-4%	-$65.2K	0.03%	485
2014 Q1	$1.52M	Buy	+16,975	New	+$1.44M	0.03%	406
2013 Q4	–	Sell	-16,673	Closed	-$1.28M	–	800
2013 Q3	$1.28M	Sell	16,673 -767	-4%	-$54.9K	0.04%	309
2013 Q2	$1.16M	Buy	+17,440	New	+$1.18M	0.03%	383

Other funds holding PLL

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

AIM

abrdn Investment Management Edinburgh, United Kingdom $29.6B AUM 25.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

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

United Capital Financial Advisors sold out of PALL CORP (PLL) in Q1 2015, closing a stake of 9,683 shares — an estimated $980K sold.

United Capital Financial Advisors first reported a position in PLL in Q2 2013 and held it in 6 quarters. The position peaked at $1.52M in Q1 2014. 443 funds tracked by Wall St. Rank hold PLL as of Q1 2015.

United Capital Financial Advisors reported no remaining PALL CORP position as of Q1 2015 after selling out during the quarter.
United Capital Financial Advisors sold 9,683 PALL CORP shares in Q1 2015, an estimated $980K.
United Capital Financial Advisors first reported a position in PALL CORP in Q2 2013 and held it in 6 quarters.
United Capital Financial Advisors's PALL CORP position peaked at $1.52M in Q1 2014.
443 funds tracked by Wall St. Rank held PALL CORP as of Q1 2015.

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