UCFA
RELY

United Capital Financial Advisors’s Real Industry, Inc. RELY Stock Holding History

United Capital Financial Advisors’s Portfolio RELY Stock Details RELY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-39,265
Closed -$71K – 1388
2017
Q3 		$71K Buy
+39,265
New +$83.6K ﹤0.01% 1284

Other funds holding RELY

AUIM
Aegon USA Investment Management Cedar Rapids, Iowa $140M AUM 12.2% 1-Year Est. Return
OWD
Osborn Williams & Donohoe Cincinnati, Ohio $762M AUM 2.74% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
PCA
Private Capital Advisors Darien, Connecticut $1.14B AUM 48.66% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

United Capital Financial Advisors's RELY Position: Q4 2017 in Review

United Capital Financial Advisors sold out of Real Industry, Inc. (RELY) in Q4 2017, closing a stake of 39,265 shares — an estimated $71K sold.

United Capital Financial Advisors first reported a position in RELY in Q3 2017 and held it in 1 quarter. The position peaked at $71K in Q3 2017. 5 funds tracked by Wall St. Rank hold RELY as of Q4 2017.

  • United Capital Financial Advisors reported no remaining Real Industry, Inc. position as of Q4 2017 after selling out during the quarter.
  • United Capital Financial Advisors sold 39,265 Real Industry, Inc. shares in Q4 2017, an estimated $71K.
  • United Capital Financial Advisors first reported a position in Real Industry, Inc. in Q3 2017 and held it in 1 quarter.
  • United Capital Financial Advisors's Real Industry, Inc. position peaked at $71K in Q3 2017.
  • 5 funds tracked by Wall St. Rank held Real Industry, Inc. as of Q4 2017.

Based on United Capital Financial Advisors's 13F filing for Q4 2017, filed 13 Feb 2018.