UCFA
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United Capital Financial Advisors’s Global X Social Media ETF SOCL Stock Holding History

United Capital Financial Advisors’s Portfolio SOCL Stock Details SOCL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-380,647
Closed -$12.5M – 1360
2017
Q4 		$12.5M Buy
380,647
+416
+0.1% +$13.7K 0.1% 252
2017
Q3 		$11.9M Buy
380,231
+62,513
+20% +$1.89M 0.1% 243
2017
Q2 		$8.97M Buy
+317,718
New +$8.69M 0.08% 290
2016
Q4 		– Sell
-1,500,524
Closed -$37.9M – 1318
2016
Q3 		$37.9M Buy
+1,500,524
New +$34.7M 0.37% 54
2016
Q2 		– Sell
-10,738
Closed -$198K – 1286
2016
Q1 		$198K Sell
10,738
-903,847
-99% -$16M ﹤0.01% 1127
2015
Q4 		$18.2M Buy
+914,585
New +$17.8M 0.21% 97

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Bank of America
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UBS Group
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Susquehanna International Group
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Wells Fargo
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FAAS
First Allied Advisory Services San Diego, California $2.98B AUM 15.89% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return