United Capital Financial Advisors’s Invesco NASDAQ Internet ETF PNQI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q4	–	Sell	-741,460	Closed	-$16.3M	–	1347
2017 Q3	$16.3M	Buy	+741,460	New	+$16.1M	0.14%	172
2016 Q4	–	Sell	-16,665	Closed	-$292K	–	1304
2016 Q3	$292K	Buy	+16,665	New	+$277K	﹤0.01%	1083
2016 Q1	–	Sell	-144,885	Closed	-$2.33M	–	1258
2015 Q4	$2.33M	Buy	+144,885	New	+$2.28M	0.03%	520

Other funds holding PNQI

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

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

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

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

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

BCM

Barometer Capital Management Toronto, Ontario, Canada $292M AUM 86.78% 1-Year Est. Return

United Capital Financial Advisors's PNQI Position: Q4 2017 in Review

United Capital Financial Advisors sold out of Invesco NASDAQ Internet ETF (PNQI) in Q4 2017, closing a stake of 741,460 shares — an estimated $16.3M sold.

United Capital Financial Advisors first reported a position in PNQI in Q4 2015 and held it in 3 quarters. The position peaked at $16.3M in Q3 2017. 74 funds tracked by Wall St. Rank hold PNQI as of Q4 2017.

United Capital Financial Advisors reported no remaining Invesco NASDAQ Internet ETF position as of Q4 2017 after selling out during the quarter.
United Capital Financial Advisors sold 741,460 Invesco NASDAQ Internet ETF shares in Q4 2017, an estimated $16.3M.
United Capital Financial Advisors first reported a position in Invesco NASDAQ Internet ETF in Q4 2015 and held it in 3 quarters.
United Capital Financial Advisors's Invesco NASDAQ Internet ETF position peaked at $16.3M in Q3 2017.
74 funds tracked by Wall St. Rank held Invesco NASDAQ Internet ETF as of Q4 2017.

Based on United Capital Financial Advisors's 13F filing for Q4 2017, filed 13 Feb 2018.