United Capital Financial Advisors’s Invesco Dorsey Wright Healthcare Momentum ETF PTH Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-173,373	Closed	-$5.71M	–	1353
2018 Q3	$5.71M	Sell	173,373 -14,970	-8%	-$464K	0.04%	407
2018 Q2	$5.5M	Buy	+188,343	New	+$5.24M	0.04%	401
2017 Q4	–	Sell	-231,495	Closed	-$5.22M	–	1349
2017 Q3	$5.22M	Buy	+231,495	New	+$4.88M	0.04%	386

Other funds holding PTH

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

United Capital Financial Advisors's PTH Position: Q4 2018 in Review

United Capital Financial Advisors sold out of Invesco Dorsey Wright Healthcare Momentum ETF (PTH) in Q4 2018, closing a stake of 173,373 shares — an estimated $5.71M sold.

United Capital Financial Advisors first reported a position in PTH in Q3 2017 and held it in 3 quarters. The position peaked at $5.71M in Q3 2018. 63 funds tracked by Wall St. Rank hold PTH as of Q4 2018.

United Capital Financial Advisors reported no remaining Invesco Dorsey Wright Healthcare Momentum ETF position as of Q4 2018 after selling out during the quarter.
United Capital Financial Advisors sold 173,373 Invesco Dorsey Wright Healthcare Momentum ETF shares in Q4 2018, an estimated $5.71M.
United Capital Financial Advisors first reported a position in Invesco Dorsey Wright Healthcare Momentum ETF in Q3 2017 and held it in 3 quarters.
United Capital Financial Advisors's Invesco Dorsey Wright Healthcare Momentum ETF position peaked at $5.71M in Q3 2018.
63 funds tracked by Wall St. Rank held Invesco Dorsey Wright Healthcare Momentum ETF as of Q4 2018.

Based on United Capital Financial Advisors's 13F filing for Q4 2018, filed 14 Feb 2019.