UCFA
PPS

United Capital Financial Advisors’s Post Properties PPS Stock Holding History

United Capital Financial Advisors’s Portfolio PPS Stock Details PPS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-5,087
Closed -$301K – 1314
2015
Q4 		$301K Buy
+5,087
New +$301K ﹤0.01% 1018

Other funds holding PPS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
PIM
Perkins Investment Management Chicago, Illinois $8.09B AUM 25.47% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

United Capital Financial Advisors's PPS Position: Q1 2016 in Review

United Capital Financial Advisors sold out of Post Properties (PPS) in Q1 2016, closing a stake of 5,087 shares — an estimated $301K sold.

United Capital Financial Advisors first reported a position in PPS in Q4 2015 and held it in 1 quarter. The position peaked at $301K in Q4 2015. 247 funds tracked by Wall St. Rank hold PPS as of Q1 2016.

  • United Capital Financial Advisors reported no remaining Post Properties position as of Q1 2016 after selling out during the quarter.
  • United Capital Financial Advisors sold 5,087 Post Properties shares in Q1 2016, an estimated $301K.
  • United Capital Financial Advisors first reported a position in Post Properties in Q4 2015 and held it in 1 quarter.
  • United Capital Financial Advisors's Post Properties position peaked at $301K in Q4 2015.
  • 247 funds tracked by Wall St. Rank held Post Properties as of Q1 2016.

Based on United Capital Financial Advisors's 13F filing for Q1 2016, filed 11 May 2016.