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United Capital Financial Advisors’s Star Group SGU Stock Holding History

United Capital Financial Advisors’s Portfolio SGU Stock Details SGU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-14,634
Closed -$157K – 1357
2017
Q4 		$157K Buy
14,634
+597
+4% +$6.37K ﹤0.01% 1258
2017
Q3 		$159K Sell
14,037
-517
-4% -$5.57K ﹤0.01% 1253
2017
Q2 		$158K Sell
14,554
-7,527
-34% -$74.4K ﹤0.01% 1231
2017
Q1 		$203K Sell
22,081
-31,144
-59% -$314K ﹤0.01% 1178
2016
Q4 		$573K Sell
53,225
-3,057
-5% -$30.1K 0.01% 904
2016
Q3 		$543K Buy
56,282
+28,358
+102% +$256K 0.01% 944
2016
Q2 		$251K Buy
+27,924
New +$240K ﹤0.01% 1097
2015
Q4 		– Sell
-57,592
Closed -$489K – 1282
2015
Q3 		$489K Buy
57,592
+974
+2% +$8.96K 0.01% 904
2015
Q2 		$500K Buy
56,618
+4,667
+9% +$37.6K 0.01% 923
2015
Q1 		$390K Buy
51,951
+28,625
+123% +$196K ﹤0.01% 996
2014
Q4 		$142K Buy
+23,326
New +$142K ﹤0.01% 1117

Other funds holding SGU

YEPV
Yorktown Energy Partners VI New York $6.21M AUM 74.4% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BP
Bandera Partners New York $221M AUM 10.51% 1-Year Est. Return
CRCM
Cat Rock Capital Management Greenwich, Connecticut $644M AUM 1.97% 1-Year Est. Return
MCP
Moab Capital Partners Southampton, New York $41M AUM 33.21% 1-Year Est. Return
OCP
Oakcliff Capital Partners New York $227M AUM 27.82% 1-Year Est. Return
LWCA
Locust Wood Capital Advisers New York $3.95B AUM 33.1% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
LC
Lubar & Co Milwaukee, Wisconsin $119M AUM
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

United Capital Financial Advisors's SGU Position: Q1 2018 in Review

United Capital Financial Advisors sold out of Star Group (SGU) in Q1 2018, closing a stake of 14,634 shares — an estimated $157K sold.

United Capital Financial Advisors first reported a position in SGU in Q4 2014 and held it in 11 quarters. The position peaked at $573K in Q4 2016. 63 funds tracked by Wall St. Rank hold SGU as of Q1 2018.

  • United Capital Financial Advisors reported no remaining Star Group position as of Q1 2018 after selling out during the quarter.
  • United Capital Financial Advisors sold 14,634 Star Group shares in Q1 2018, an estimated $157K.
  • United Capital Financial Advisors first reported a position in Star Group in Q4 2014 and held it in 11 quarters.
  • United Capital Financial Advisors's Star Group position peaked at $573K in Q4 2016.
  • 63 funds tracked by Wall St. Rank held Star Group as of Q1 2018.

Based on United Capital Financial Advisors's 13F filing for Q1 2018, filed 15 May 2018.