UCFA
PTP

United Capital Financial Advisors’s PLATINUM UNDERWRITERS HLDGS LTD PTP Stock Holding History

United Capital Financial Advisors’s Portfolio PTP Stock Details PTP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-12,566
Closed -$770K – 953
2013
Q4 		$770K Buy
+12,566
New +$771K 0.03% 369

Other funds holding PTP

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

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

United Capital Financial Advisors sold out of PLATINUM UNDERWRITERS HLDGS LTD (PTP) in Q1 2014, closing a stake of 12,566 shares — an estimated $770K sold.

United Capital Financial Advisors first reported a position in PTP in Q4 2013 and held it in 1 quarter. The position peaked at $770K in Q4 2013. 145 funds tracked by Wall St. Rank hold PTP as of Q1 2014.

  • United Capital Financial Advisors reported no remaining PLATINUM UNDERWRITERS HLDGS LTD position as of Q1 2014 after selling out during the quarter.
  • United Capital Financial Advisors sold 12,566 PLATINUM UNDERWRITERS HLDGS LTD shares in Q1 2014, an estimated $770K.
  • United Capital Financial Advisors first reported a position in PLATINUM UNDERWRITERS HLDGS LTD in Q4 2013 and held it in 1 quarter.
  • United Capital Financial Advisors's PLATINUM UNDERWRITERS HLDGS LTD position peaked at $770K in Q4 2013.
  • 145 funds tracked by Wall St. Rank held PLATINUM UNDERWRITERS HLDGS LTD as of Q1 2014.

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