United Capital Financial Advisors’s State Street SPDR Portfolio TIPS ETF SPIP Stock Holding History

United Capital Financial Advisors’s Portfolio SPIP Stock Details SPIP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q2	–	Sell	-21,464	Closed	-$598K	–	1359
2018 Q1	$598K	Sell	21,464 -5,464	-20%	-$152K	﹤0.01%	913
2017 Q4	$757K	Buy	26,928 +12	+0%	+$339	0.01%	855
2017 Q3	$759K	Buy	26,916 +5,956	+28%	+$168K	0.01%	845
2017 Q2	$589K	Buy	20,960 +9,644	+85%	+$273K	0.01%	891
2017 Q1	$322K	Buy	11,316 +222	+2%	+$6.29K	﹤0.01%	1026
2016 Q4	$312K	Buy	+11,094	New	+$316K	﹤0.01%	1038

Other funds holding SPIP

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

LNC

Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

FEG

Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

GFPC

Global Financial Private Capital Sarasota, Florida $1.59B AUM 3.21% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

United Capital Financial Advisors's SPIP Position: Q2 2018 in Review

United Capital Financial Advisors sold out of State Street SPDR Portfolio TIPS ETF (SPIP) in Q2 2018, closing a stake of 21,464 shares — an estimated $598K sold.

United Capital Financial Advisors first reported a position in SPIP in Q4 2016 and held it in 6 quarters. The position peaked at $759K in Q3 2017. 112 funds tracked by Wall St. Rank hold SPIP as of Q2 2018.

United Capital Financial Advisors reported no remaining State Street SPDR Portfolio TIPS ETF position as of Q2 2018 after selling out during the quarter.
United Capital Financial Advisors sold 21,464 State Street SPDR Portfolio TIPS ETF shares in Q2 2018, an estimated $598K.
United Capital Financial Advisors first reported a position in State Street SPDR Portfolio TIPS ETF in Q4 2016 and held it in 6 quarters.
United Capital Financial Advisors's State Street SPDR Portfolio TIPS ETF position peaked at $759K in Q3 2017.
112 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q2 2018.

Based on United Capital Financial Advisors's 13F filing for Q2 2018, filed 14 Aug 2018.