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United Capital Financial Advisors’s SITE Centers SITC Stock Holding History

United Capital Financial Advisors’s Portfolio SITC Stock Details SITC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-9,208
Closed -$181K – 1285
2016
Q4 		$181K Buy
+9,208
New +$184K ﹤0.01% 1197
2016
Q3 		– Sell
-17,864
Closed -$414K – 1305
2016
Q2 		$414K Sell
17,864
-1,909
-10% -$43.1K ﹤0.01% 958
2016
Q1 		$453K Sell
19,773
-3,383
-15% -$72.8K 0.01% 908
2015
Q4 		$502K Buy
23,156
+14,520
+168% +$312K 0.01% 883
2015
Q3 		$171K Buy
+8,636
New +$176K ﹤0.01% 1175

Other funds holding SITC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
SCRM
Security Capital Research & Management Chicago, Illinois $2.36B AUM 5.25% 1-Year Est. Return

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

United Capital Financial Advisors sold out of SITE Centers (SITC) in Q1 2017, closing a stake of 9,208 shares — an estimated $181K sold.

United Capital Financial Advisors first reported a position in SITC in Q3 2015 and held it in 5 quarters. The position peaked at $502K in Q4 2015. 263 funds tracked by Wall St. Rank hold SITC as of Q1 2017.

  • United Capital Financial Advisors reported no remaining SITE Centers position as of Q1 2017 after selling out during the quarter.
  • United Capital Financial Advisors sold 9,208 SITE Centers shares in Q1 2017, an estimated $181K.
  • United Capital Financial Advisors first reported a position in SITE Centers in Q3 2015 and held it in 5 quarters.
  • United Capital Financial Advisors's SITE Centers position peaked at $502K in Q4 2015.
  • 263 funds tracked by Wall St. Rank held SITE Centers as of Q1 2017.

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