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United Capital Financial Advisors’s First Trust NASDAQ ABA Community Bank Index Fund QABA Stock Holding History

United Capital Financial Advisors’s Portfolio QABA Stock Details QABA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-674,165
Closed -$35.6M – 1277
2016
Q4 		$35.6M Buy
+674,165
New +$31.5M 0.35% 57

Other funds holding QABA

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SCM
SkyTop Capital Management Rutherford, New Jersey $96.8M AUM 2.63% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
TPWA
TRUE Private Wealth Advisors Salem, Oregon $1.16B AUM 36.18% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return

United Capital Financial Advisors's QABA Position: Q1 2017 in Review

United Capital Financial Advisors sold out of First Trust NASDAQ ABA Community Bank Index Fund (QABA) in Q1 2017, closing a stake of 674,165 shares — an estimated $35.6M sold.

United Capital Financial Advisors first reported a position in QABA in Q4 2016 and held it in 1 quarter. The position peaked at $35.6M in Q4 2016. 76 funds tracked by Wall St. Rank hold QABA as of Q1 2017.

  • United Capital Financial Advisors reported no remaining First Trust NASDAQ ABA Community Bank Index Fund position as of Q1 2017 after selling out during the quarter.
  • United Capital Financial Advisors sold 674,165 First Trust NASDAQ ABA Community Bank Index Fund shares in Q1 2017, an estimated $35.6M.
  • United Capital Financial Advisors first reported a position in First Trust NASDAQ ABA Community Bank Index Fund in Q4 2016 and held it in 1 quarter.
  • United Capital Financial Advisors's First Trust NASDAQ ABA Community Bank Index Fund position peaked at $35.6M in Q4 2016.
  • 76 funds tracked by Wall St. Rank held First Trust NASDAQ ABA Community Bank Index Fund as of Q1 2017.

Based on United Capital Financial Advisors's 13F filing for Q1 2017, filed 12 May 2017.