UCFA
RSX

United Capital Financial Advisors’s VanEck Russia ETF RSX Stock Holding History

United Capital Financial Advisors’s Portfolio RSX Stock Details RSX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-99,626
Closed -$2.11M – 1297
2016
Q4 		$2.11M Sell
99,626
-236,493
-70% -$4.58M 0.02% 555
2016
Q3 		$6.31M Buy
336,119
+260,883
+347% +$4.78M 0.06% 344
2016
Q2 		$1.28M Buy
+75,236
New +$1.28M 0.01% 663

Other funds holding RSX

MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
UIM
USS Investment Management London, United Kingdom $25.6B AUM 30.22% 1-Year Est. Return
SCA
Secor Capital Advisors New York $485M AUM 3.33% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

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

United Capital Financial Advisors sold out of VanEck Russia ETF (RSX) in Q1 2017, closing a stake of 99,626 shares — an estimated $2.11M sold.

United Capital Financial Advisors first reported a position in RSX in Q2 2016 and held it in 3 quarters. The position peaked at $6.31M in Q3 2016. 153 funds tracked by Wall St. Rank hold RSX as of Q1 2017.

  • United Capital Financial Advisors reported no remaining VanEck Russia ETF position as of Q1 2017 after selling out during the quarter.
  • United Capital Financial Advisors sold 99,626 VanEck Russia ETF shares in Q1 2017, an estimated $2.11M.
  • United Capital Financial Advisors first reported a position in VanEck Russia ETF in Q2 2016 and held it in 3 quarters.
  • United Capital Financial Advisors's VanEck Russia ETF position peaked at $6.31M in Q3 2016.
  • 153 funds tracked by Wall St. Rank held VanEck Russia ETF as of Q1 2017.

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