UCFA
SNDS

United Capital Financial Advisors’s SUSTAINABLE NORTH AMERICAN OIL SANDS ETF SNDS Stock Holding History

United Capital Financial Advisors’s Portfolio SNDS Stock Details SNDS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-31,445
Closed -$560K – 1465
2019
Q3 		$560K Sell
31,445
-1,000
-3% -$17.8K ﹤0.01% 922
2019
Q2 		$581K Sell
32,445
-867
-3% -$15.5K ﹤0.01% 995
2019
Q1 		$588K Sell
33,312
-520
-2% -$9.18K ﹤0.01% 931
2018
Q4 		$543K Sell
33,832
-355
-1% -$5.7K ﹤0.01% 895
2018
Q3 		$627K Buy
34,187
+18,858
+123% +$346K ﹤0.01% 916
2018
Q2 		$278K Sell
15,329
-1,930
-11% -$35K ﹤0.01% 1111
2018
Q1 		$318K Sell
17,259
-1,575
-8% -$29K ﹤0.01% 1073
2017
Q4 		$367K Hold
18,834
– – ﹤0.01% 1047
2017
Q3 		$373K Buy
18,834
+7,700
+69% +$152K ﹤0.01% 1044
2017
Q2 		$218K Buy
+11,134
New +$218K ﹤0.01% 1179

United Capital Financial Advisors's SNDS Position: Q4 2019 in Review

United Capital Financial Advisors sold out of SUSTAINABLE NORTH AMERICAN OIL SANDS ETF (SNDS) in Q4 2019, closing a stake of 31,445 shares — an estimated $560K sold.

United Capital Financial Advisors first reported a position in SNDS in Q2 2017 and held it in 10 quarters. The position peaked at $627K in Q3 2018. 0 funds tracked by Wall St. Rank hold SNDS as of Q4 2019.

  • United Capital Financial Advisors reported no remaining SUSTAINABLE NORTH AMERICAN OIL SANDS ETF position as of Q4 2019 after selling out during the quarter.
  • United Capital Financial Advisors sold 31,445 SUSTAINABLE NORTH AMERICAN OIL SANDS ETF shares in Q4 2019, an estimated $560K.
  • United Capital Financial Advisors first reported a position in SUSTAINABLE NORTH AMERICAN OIL SANDS ETF in Q2 2017 and held it in 10 quarters.
  • United Capital Financial Advisors's SUSTAINABLE NORTH AMERICAN OIL SANDS ETF position peaked at $627K in Q3 2018.
  • 0 funds tracked by Wall St. Rank held SUSTAINABLE NORTH AMERICAN OIL SANDS ETF as of Q4 2019.

Based on United Capital Financial Advisors's 13F filing for Q4 2019, filed 14 Feb 2020.