UCFA
PTNR

United Capital Financial Advisors’s Partner Communications PTNR Stock Holding History

United Capital Financial Advisors’s Portfolio PTNR Stock Details PTNR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-13,044
Closed -$122K – 947
2013
Q4 		$122K Buy
13,044
+828
+7% +$7.74K ﹤0.01% 625
2013
Q3 		$96K Sell
12,216
-423
-3% -$3.32K ﹤0.01% 667
2013
Q2 		$79K Buy
+12,639
New +$79K ﹤0.01% 688