UCFA
PMCT

United Capital Financial Advisors’s PMC COMMERCIAL TRUST SBI PMCT Stock Holding History

United Capital Financial Advisors’s Portfolio PMCT Stock Details PMCT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-13,900
Closed -$120K – 954
2013
Q4 		$120K Buy
+13,900
New +$122K ﹤0.01% 626
2013
Q3 		– Sell
-23,395
Closed -$192K – 786
2013
Q2 		$192K Buy
+23,395
New +$186K 0.01% 658

Other funds holding PMCT

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
AF
Aegis Financial Mc Lean, Virginia $633M AUM 87.77% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
HCMT
Highland Capital Management (Texas) Dallas, Texas $39M AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

United Capital Financial Advisors's PMCT Position: Q1 2014 in Review

United Capital Financial Advisors sold out of PMC COMMERCIAL TRUST SBI (PMCT) in Q1 2014, closing a stake of 13,900 shares — an estimated $120K sold.

United Capital Financial Advisors first reported a position in PMCT in Q2 2013 and held it in 2 quarters. The position peaked at $192K in Q2 2013. 24 funds tracked by Wall St. Rank hold PMCT as of Q1 2014.

  • United Capital Financial Advisors reported no remaining PMC COMMERCIAL TRUST SBI position as of Q1 2014 after selling out during the quarter.
  • United Capital Financial Advisors sold 13,900 PMC COMMERCIAL TRUST SBI shares in Q1 2014, an estimated $120K.
  • United Capital Financial Advisors first reported a position in PMC COMMERCIAL TRUST SBI in Q2 2013 and held it in 2 quarters.
  • United Capital Financial Advisors's PMC COMMERCIAL TRUST SBI position peaked at $192K in Q2 2013.
  • 24 funds tracked by Wall St. Rank held PMC COMMERCIAL TRUST SBI as of Q1 2014.

Based on United Capital Financial Advisors's 13F filing for Q1 2014, filed 14 May 2014.