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United Capital Financial Advisors’s Sonida Senior Living SNDA Stock Holding History

United Capital Financial Advisors’s Portfolio SNDA Stock Details SNDA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-3,794
Closed -$607K – 1370
2018
Q2 		$607K Buy
+3,794
New +$626K ﹤0.01% 899

Other funds holding SNDA

APCM
Arbiter Partners Capital Management New York $175M AUM 99.81% 1-Year Est. Return
CSC
Cove Street Capital El Segundo, California $76.6M AUM 36% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
MLIM
Mountain Lake Investment Management Boca Raton, Florida $155M AUM 38.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CCM
Coliseum Capital Management Rowayton, Connecticut $1.22B AUM 18.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
SAM
Steinberg Asset Management New York $154M AUM 41.94% 1-Year Est. Return

United Capital Financial Advisors's SNDA Position: Q3 2018 in Review

United Capital Financial Advisors sold out of Sonida Senior Living (SNDA) in Q3 2018, closing a stake of 3,794 shares — an estimated $607K sold.

United Capital Financial Advisors first reported a position in SNDA in Q2 2018 and held it in 1 quarter. The position peaked at $607K in Q2 2018. 82 funds tracked by Wall St. Rank hold SNDA as of Q3 2018.

  • United Capital Financial Advisors reported no remaining Sonida Senior Living position as of Q3 2018 after selling out during the quarter.
  • United Capital Financial Advisors sold 3,794 Sonida Senior Living shares in Q3 2018, an estimated $607K.
  • United Capital Financial Advisors first reported a position in Sonida Senior Living in Q2 2018 and held it in 1 quarter.
  • United Capital Financial Advisors's Sonida Senior Living position peaked at $607K in Q2 2018.
  • 82 funds tracked by Wall St. Rank held Sonida Senior Living as of Q3 2018.

Based on United Capital Financial Advisors's 13F filing for Q3 2018, filed 14 Nov 2018.