UCFA
ROSE

United Capital Financial Advisors’s ROSETTA RESOURCES INC ROSE Stock Holding History

United Capital Financial Advisors’s Portfolio ROSE Stock Details ROSE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-29,023
Closed -$648K – 1299
2014
Q4 		$648K Buy
+29,023
New +$941K 0.01% 745

Other funds holding ROSE

SCP
SailingStone Capital Partners Houston, Texas $440M AUM 127.21% 1-Year Est. Return
FPA
First Pacific Advisors El Segundo, California $7.14B AUM 21.51% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
RIM
RS Investment Management San Francisco, California $9.73B AUM 3.24% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return

United Capital Financial Advisors's ROSE Position: Q1 2015 in Review

United Capital Financial Advisors sold out of ROSETTA RESOURCES INC (ROSE) in Q1 2015, closing a stake of 29,023 shares — an estimated $648K sold.

United Capital Financial Advisors first reported a position in ROSE in Q4 2014 and held it in 1 quarter. The position peaked at $648K in Q4 2014. 212 funds tracked by Wall St. Rank hold ROSE as of Q1 2015.

  • United Capital Financial Advisors reported no remaining ROSETTA RESOURCES INC position as of Q1 2015 after selling out during the quarter.
  • United Capital Financial Advisors sold 29,023 ROSETTA RESOURCES INC shares in Q1 2015, an estimated $648K.
  • United Capital Financial Advisors first reported a position in ROSETTA RESOURCES INC in Q4 2014 and held it in 1 quarter.
  • United Capital Financial Advisors's ROSETTA RESOURCES INC position peaked at $648K in Q4 2014.
  • 212 funds tracked by Wall St. Rank held ROSETTA RESOURCES INC as of Q1 2015.

Based on United Capital Financial Advisors's 13F filing for Q1 2015, filed 14 May 2015.