UCFA
SPA

United Capital Financial Advisors’s Sparton SPA Stock Holding History

United Capital Financial Advisors’s Portfolio SPA Stock Details SPA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-20,000
Closed -$289K – 1394
2018
Q3 		$289K Buy
20,000
+10,000
+100% +$145K ﹤0.01% 1121
2018
Q2 		$190K Hold
10,000
– – ﹤0.01% 1234
2018
Q1 		$174K Buy
+10,000
New +$211K ﹤0.01% 1246

Other funds holding SPA

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WIC
Water Island Capital New York $896M AUM 107.59% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
CC
Cannell Capital Alta, Wyoming $163M AUM 40.62% 1-Year Est. Return
TA
Teton Advisors Rye, New York $142M AUM 42.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
2L
22NW LP Seattle, Washington $146M AUM 29.83% 1-Year Est. Return

United Capital Financial Advisors's SPA Position: Q4 2018 in Review

United Capital Financial Advisors sold out of Sparton (SPA) in Q4 2018, closing a stake of 20,000 shares — an estimated $289K sold.

United Capital Financial Advisors first reported a position in SPA in Q1 2018 and held it in 3 quarters. The position peaked at $289K in Q3 2018. 77 funds tracked by Wall St. Rank hold SPA as of Q4 2018.

  • United Capital Financial Advisors reported no remaining Sparton position as of Q4 2018 after selling out during the quarter.
  • United Capital Financial Advisors sold 20,000 Sparton shares in Q4 2018, an estimated $289K.
  • United Capital Financial Advisors first reported a position in Sparton in Q1 2018 and held it in 3 quarters.
  • United Capital Financial Advisors's Sparton position peaked at $289K in Q3 2018.
  • 77 funds tracked by Wall St. Rank held Sparton as of Q4 2018.

Based on United Capital Financial Advisors's 13F filing for Q4 2018, filed 14 Feb 2019.