UCFA
RAS

United Capital Financial Advisors’s RAIT Financial Trust RAS Stock Holding History

United Capital Financial Advisors’s Portfolio RAS Stock Details RAS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-41,653
Closed -$344K – 1151
2014
Q2 		$344K Buy
41,653
+11,983
+40% +$96.7K 0.01% 732
2014
Q1 		$252K Buy
29,670
+11,032
+59% +$92.4K 0.01% 824
2013
Q4 		$167K Buy
+18,638
New +$146K 0.01% 614

Other funds holding RAS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
MCM
Munder Capital Management Birmingham, Michigan $13.4B AUM 18.35% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
SM
Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
ACM
Advisors Capital Management Ridgewood, New Jersey $8.58B AUM 23.43% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

United Capital Financial Advisors's RAS Position: Q3 2014 in Review

United Capital Financial Advisors sold out of RAIT Financial Trust (RAS) in Q3 2014, closing a stake of 41,653 shares — an estimated $344K sold.

United Capital Financial Advisors first reported a position in RAS in Q4 2013 and held it in 3 quarters. The position peaked at $344K in Q2 2014. 119 funds tracked by Wall St. Rank hold RAS as of Q3 2014.

  • United Capital Financial Advisors reported no remaining RAIT Financial Trust position as of Q3 2014 after selling out during the quarter.
  • United Capital Financial Advisors sold 41,653 RAIT Financial Trust shares in Q3 2014, an estimated $344K.
  • United Capital Financial Advisors first reported a position in RAIT Financial Trust in Q4 2013 and held it in 3 quarters.
  • United Capital Financial Advisors's RAIT Financial Trust position peaked at $344K in Q2 2014.
  • 119 funds tracked by Wall St. Rank held RAIT Financial Trust as of Q3 2014.

Based on United Capital Financial Advisors's 13F filing for Q3 2014, filed 13 Nov 2014.