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United Capital Financial Advisors’s iShares MSCI India Small-Cap ETF SMIN Stock Holding History

United Capital Financial Advisors’s Portfolio SMIN Stock Details SMIN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-142,822
Closed -$6.34M – 1341
2017
Q2 		$6.34M Buy
+142,822
New +$6.31M 0.06% 340
2015
Q2 		– Sell
-42,404
Closed -$1.43M – 1307
2015
Q1 		$1.43M Buy
+42,404
New +$1.52M 0.02% 647

Other funds holding SMIN

RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
SAM
Shell Asset Management The Hague, Netherlands $996M AUM 26.19% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
3AM
3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
X
Xponance Philadelphia, Pennsylvania $14.1B AUM 30.11% 1-Year Est. Return
RIM
Rainier Investment Management Seattle, Washington $237M AUM 27.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

United Capital Financial Advisors's SMIN Position: Q3 2017 in Review

United Capital Financial Advisors sold out of iShares MSCI India Small-Cap ETF (SMIN) in Q3 2017, closing a stake of 142,822 shares — an estimated $6.34M sold.

United Capital Financial Advisors first reported a position in SMIN in Q1 2015 and held it in 2 quarters. The position peaked at $6.34M in Q2 2017. 44 funds tracked by Wall St. Rank hold SMIN as of Q3 2017.

  • United Capital Financial Advisors reported no remaining iShares MSCI India Small-Cap ETF position as of Q3 2017 after selling out during the quarter.
  • United Capital Financial Advisors sold 142,822 iShares MSCI India Small-Cap ETF shares in Q3 2017, an estimated $6.34M.
  • United Capital Financial Advisors first reported a position in iShares MSCI India Small-Cap ETF in Q1 2015 and held it in 2 quarters.
  • United Capital Financial Advisors's iShares MSCI India Small-Cap ETF position peaked at $6.34M in Q2 2017.
  • 44 funds tracked by Wall St. Rank held iShares MSCI India Small-Cap ETF as of Q3 2017.

Based on United Capital Financial Advisors's 13F filing for Q3 2017, filed 14 Nov 2017.