UCFA
SHOE

United Capital Financial Advisors’s Shoe Station Group SHOE Stock Holding History

United Capital Financial Advisors’s Portfolio SHOE Stock Details SHOE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-39,246
Closed -$574K – 1223
2020
Q2 		$574K Sell
39,246
-8,728
-18% -$104K ﹤0.01% 818
2020
Q1 		$498K Sell
47,974
-8,582
-15% -$135K ﹤0.01% 817
2019
Q4 		$1.05M Sell
56,556
-18,668
-25% -$330K 0.01% 763
2019
Q3 		$1.22M Buy
+75,224
New +$1.05M 0.01% 690
2017
Q3 		– Sell
-35,284
Closed -$368K – 1339
2017
Q2 		$368K Buy
35,284
+10,584
+43% +$117K ﹤0.01% 1012
2017
Q1 		$303K Buy
+24,700
New +$316K ﹤0.01% 1042

Other funds holding SHOE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.87B AUM 31.21% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

United Capital Financial Advisors's SHOE Position: Q3 2020 in Review

United Capital Financial Advisors sold out of Shoe Station Group (SHOE) in Q3 2020, closing a stake of 39,246 shares — an estimated $574K sold.

United Capital Financial Advisors first reported a position in SHOE in Q1 2017 and held it in 6 quarters. The position peaked at $1.22M in Q3 2019. 140 funds tracked by Wall St. Rank hold SHOE as of Q3 2020.

  • United Capital Financial Advisors reported no remaining Shoe Station Group position as of Q3 2020 after selling out during the quarter.
  • United Capital Financial Advisors sold 39,246 Shoe Station Group shares in Q3 2020, an estimated $574K.
  • United Capital Financial Advisors first reported a position in Shoe Station Group in Q1 2017 and held it in 6 quarters.
  • United Capital Financial Advisors's Shoe Station Group position peaked at $1.22M in Q3 2019.
  • 140 funds tracked by Wall St. Rank held Shoe Station Group as of Q3 2020.

Based on United Capital Financial Advisors's 13F filing for Q3 2020, filed 13 Nov 2020.