UCFA
PRFT

United Capital Financial Advisors’s Perficient Inc PRFT Stock Holding History

United Capital Financial Advisors’s Portfolio PRFT Stock Details PRFT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		– Sell
-71,065
Closed -$1.37M – 1330
2015
Q2 		$1.37M Buy
71,065
+3,129
+5% +$62.4K 0.02% 667
2015
Q1 		$1.4M Buy
67,936
+11,279
+20% +$219K 0.02% 653
2014
Q4 		$1.06M Buy
56,657
+15,057
+36% +$250K 0.02% 637
2014
Q3 		$624K Buy
41,600
+9,194
+28% +$160K 0.01% 725
2014
Q2 		$631K Buy
+32,406
New +$587K 0.01% 650

Other funds holding PRFT

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GIM
Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return
SAM
Skyline Asset Management Chicago, Illinois $77.5M AUM 14.27% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
ICOM
Investment Counselors of Maryland Baltimore, Maryland $4.37B AUM 76.25% 1-Year Est. Return

United Capital Financial Advisors's PRFT Position: Q3 2015 in Review

United Capital Financial Advisors sold out of Perficient Inc (PRFT) in Q3 2015, closing a stake of 71,065 shares — an estimated $1.37M sold.

United Capital Financial Advisors first reported a position in PRFT in Q2 2014 and held it in 5 quarters. The position peaked at $1.4M in Q1 2015. 145 funds tracked by Wall St. Rank hold PRFT as of Q3 2015.

  • United Capital Financial Advisors reported no remaining Perficient Inc position as of Q3 2015 after selling out during the quarter.
  • United Capital Financial Advisors sold 71,065 Perficient Inc shares in Q3 2015, an estimated $1.37M.
  • United Capital Financial Advisors first reported a position in Perficient Inc in Q2 2014 and held it in 5 quarters.
  • United Capital Financial Advisors's Perficient Inc position peaked at $1.4M in Q1 2015.
  • 145 funds tracked by Wall St. Rank held Perficient Inc as of Q3 2015.

Based on United Capital Financial Advisors's 13F filing for Q3 2015, filed 13 Nov 2015.