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 Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-13,044
Closed -$122K – 947
2013
Q4 		$122K Buy
13,044
+828
+7% +$7.25K ﹤0.01% 625
2013
Q3 		$96K Sell
12,216
-423
-3% -$3.1K ﹤0.01% 667
2013
Q2 		$79K Buy
+12,639
New +$83.2K ﹤0.01% 688

Other funds holding PTNR

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Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

United Capital Financial Advisors's PTNR Position: Q1 2014 in Review

United Capital Financial Advisors sold out of Partner Communications (PTNR) in Q1 2014, closing a stake of 13,044 shares — an estimated $122K sold.

United Capital Financial Advisors first reported a position in PTNR in Q2 2013 and held it in 3 quarters. The position peaked at $122K in Q4 2013. 48 funds tracked by Wall St. Rank hold PTNR as of Q1 2014.

  • United Capital Financial Advisors reported no remaining Partner Communications position as of Q1 2014 after selling out during the quarter.
  • United Capital Financial Advisors sold 13,044 Partner Communications shares in Q1 2014, an estimated $122K.
  • United Capital Financial Advisors first reported a position in Partner Communications in Q2 2013 and held it in 3 quarters.
  • United Capital Financial Advisors's Partner Communications position peaked at $122K in Q4 2013.
  • 48 funds tracked by Wall St. Rank held Partner Communications as of Q1 2014.

Based on United Capital Financial Advisors's 13F filing for Q1 2014, filed 14 May 2014.