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United Capital Financial Advisors’s Invesco S&P SmallCap 600 Pure Value ETF RZV Stock Holding History

United Capital Financial Advisors’s Portfolio RZV Stock Details RZV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-56,452
Closed -$4.12M – 1280
2016
Q4 		$4.12M Buy
+56,452
New +$3.83M 0.04% 406

Other funds holding RZV

ACM
Armbruster Capital Management Pittsford, New York $671M AUM 24.78% 1-Year Est. Return
CCP
Cardan Capital Partners Denver, Colorado $893M AUM 22.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AWM
AllSquare Wealth Management Albany, New York $189M AUM 14.89% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
NFA
Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

United Capital Financial Advisors sold out of Invesco S&P SmallCap 600 Pure Value ETF (RZV) in Q1 2017, closing a stake of 56,452 shares — an estimated $4.12M sold.

United Capital Financial Advisors first reported a position in RZV in Q4 2016 and held it in 1 quarter. The position peaked at $4.12M in Q4 2016. 40 funds tracked by Wall St. Rank hold RZV as of Q1 2017.

  • United Capital Financial Advisors reported no remaining Invesco S&P SmallCap 600 Pure Value ETF position as of Q1 2017 after selling out during the quarter.
  • United Capital Financial Advisors sold 56,452 Invesco S&P SmallCap 600 Pure Value ETF shares in Q1 2017, an estimated $4.12M.
  • United Capital Financial Advisors first reported a position in Invesco S&P SmallCap 600 Pure Value ETF in Q4 2016 and held it in 1 quarter.
  • United Capital Financial Advisors's Invesco S&P SmallCap 600 Pure Value ETF position peaked at $4.12M in Q4 2016.
  • 40 funds tracked by Wall St. Rank held Invesco S&P SmallCap 600 Pure Value ETF as of Q1 2017.

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