United Capital Financial Advisors’s PrivateBancorp Inc PVTB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q3	–	Sell	-30,539	Closed	-$1.34M	–	1326
2016 Q2	$1.34M	Sell	30,539 -7,389	-19%	-$301K	0.01%	650
2016 Q1	$1.46M	Buy	37,928 +3,668	+11%	+$134K	0.02%	604
2015 Q4	$1.41M	Buy	34,260 +11,825	+53%	+$496K	0.02%	615
2015 Q3	$860K	Buy	22,435 +4,415	+25%	+$174K	0.01%	734
2015 Q2	$718K	Buy	18,020 +1,315	+8%	+$50.2K	0.01%	803
2015 Q1	$619K	Sell	16,705 -112	-0.7%	-$3.78K	0.01%	828
2014 Q4	$562K	Buy	16,817 +3,707	+28%	+$116K	0.01%	789
2014 Q3	$392K	Buy	+13,110	New	+$385K	0.01%	860

Other funds holding PVTB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

HHC

Hutchin Hill Capital New York $359M AUM 15.77% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return

Magnetar Financial Evanston, Illinois $9.84B AUM 190.63% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

United Capital Financial Advisors's PVTB Position: Q3 2016 in Review

United Capital Financial Advisors sold out of PrivateBancorp Inc (PVTB) in Q3 2016, closing a stake of 30,539 shares — an estimated $1.34M sold.

United Capital Financial Advisors first reported a position in PVTB in Q3 2014 and held it in 8 quarters. The position peaked at $1.46M in Q1 2016. 229 funds tracked by Wall St. Rank hold PVTB as of Q3 2016.

United Capital Financial Advisors reported no remaining PrivateBancorp Inc position as of Q3 2016 after selling out during the quarter.
United Capital Financial Advisors sold 30,539 PrivateBancorp Inc shares in Q3 2016, an estimated $1.34M.
United Capital Financial Advisors first reported a position in PrivateBancorp Inc in Q3 2014 and held it in 8 quarters.
United Capital Financial Advisors's PrivateBancorp Inc position peaked at $1.46M in Q1 2016.
229 funds tracked by Wall St. Rank held PrivateBancorp Inc as of Q3 2016.

Based on United Capital Financial Advisors's 13F filing for Q3 2016, filed 14 Nov 2016.