United Capital Financial Advisors’s Sculptor Capital Management, Inc. Class A Common Stock SCU Stock Holding History

United Capital Financial Advisors’s Portfolio SCU Stock Details SCU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q4	–	Sell	-1,275	Closed	-$111K	–	1299
2015 Q3	$111K	Hold	1,275	–	–	﹤0.01%	1203
2015 Q2	$156K	Hold	1,275	–	–	﹤0.01%	1206
2015 Q1	$165K	Hold	1,275	–	–	﹤0.01%	1196
2014 Q4	$149K	Hold	1,275	–	–	﹤0.01%	1114
2014 Q3	$137K	Buy	+1,275	New	+$163K	﹤0.01%	1070

Other funds holding SCU

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

TCM

TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

TIM

Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

OAMG

Odey Asset Management Group London, United Kingdom $381M AUM 45.36% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

ZDA

Zweig-DiMenna Associates New York $722M AUM 97.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

United Capital Financial Advisors's SCU Position: Q4 2015 in Review

United Capital Financial Advisors sold out of Sculptor Capital Management, Inc. Class A Common Stock (SCU) in Q4 2015, closing a stake of 1,275 shares — an estimated $111K sold.

United Capital Financial Advisors first reported a position in SCU in Q3 2014 and held it in 5 quarters. The position peaked at $165K in Q1 2015. 104 funds tracked by Wall St. Rank hold SCU as of Q4 2015.

United Capital Financial Advisors reported no remaining Sculptor Capital Management, Inc. Class A Common Stock position as of Q4 2015 after selling out during the quarter.
United Capital Financial Advisors sold 1,275 Sculptor Capital Management, Inc. Class A Common Stock shares in Q4 2015, an estimated $111K.
United Capital Financial Advisors first reported a position in Sculptor Capital Management, Inc. Class A Common Stock in Q3 2014 and held it in 5 quarters.
United Capital Financial Advisors's Sculptor Capital Management, Inc. Class A Common Stock position peaked at $165K in Q1 2015.
104 funds tracked by Wall St. Rank held Sculptor Capital Management, Inc. Class A Common Stock as of Q4 2015.

Based on United Capital Financial Advisors's 13F filing for Q4 2015, filed 11 Feb 2016.