UCFA
SFR

United Capital Financial Advisors’s Starwood Waypoint Homes SFR Stock Holding History

United Capital Financial Advisors’s Portfolio SFR Stock Details SFR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-19,559
Closed -$711K – 1386
2017
Q3 		$711K Sell
19,559
-4,411
-18% -$158K 0.01% 866
2017
Q2 		$822K Buy
23,970
+3,929
+20% +$135K 0.01% 815
2017
Q1 		$680K Buy
20,041
+6,680
+50% +$212K 0.01% 842
2016
Q4 		$385K Buy
+13,361
New +$388K ﹤0.01% 990

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

United Capital Financial Advisors sold out of Starwood Waypoint Homes (SFR) in Q4 2017, closing a stake of 19,559 shares — an estimated $711K sold.

United Capital Financial Advisors first reported a position in SFR in Q4 2016 and held it in 4 quarters. The position peaked at $822K in Q2 2017. 1 fund tracked by Wall St. Rank holds SFR as of Q4 2017.

  • United Capital Financial Advisors reported no remaining Starwood Waypoint Homes position as of Q4 2017 after selling out during the quarter.
  • United Capital Financial Advisors sold 19,559 Starwood Waypoint Homes shares in Q4 2017, an estimated $711K.
  • United Capital Financial Advisors first reported a position in Starwood Waypoint Homes in Q4 2016 and held it in 4 quarters.
  • United Capital Financial Advisors's Starwood Waypoint Homes position peaked at $822K in Q2 2017.
  • 1 fund tracked by Wall St. Rank held Starwood Waypoint Homes as of Q4 2017.

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