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United Capital Financial Advisors’s State Street SPDR Portfolio Long Term Corporate Bond ETF SPLB Stock Holding History

United Capital Financial Advisors’s Portfolio SPLB Stock Details SPLB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-15,539
Closed -$421K – 1123
2014
Q2 		$421K Buy
+15,539
New +$416K 0.01% 712

Other funds holding SPLB

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
NC
NewSquare Capital Newtown Square, Pennsylvania $1.15B AUM 24.78% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
AIG
American International Group New York $609M AUM 23.67% 1-Year Est. Return

United Capital Financial Advisors's SPLB Position: Q3 2014 in Review

United Capital Financial Advisors sold out of State Street SPDR Portfolio Long Term Corporate Bond ETF (SPLB) in Q3 2014, closing a stake of 15,539 shares — an estimated $421K sold.

United Capital Financial Advisors first reported a position in SPLB in Q2 2014 and held it in 1 quarter. The position peaked at $421K in Q2 2014. 24 funds tracked by Wall St. Rank hold SPLB as of Q3 2014.

  • United Capital Financial Advisors reported no remaining State Street SPDR Portfolio Long Term Corporate Bond ETF position as of Q3 2014 after selling out during the quarter.
  • United Capital Financial Advisors sold 15,539 State Street SPDR Portfolio Long Term Corporate Bond ETF shares in Q3 2014, an estimated $421K.
  • United Capital Financial Advisors first reported a position in State Street SPDR Portfolio Long Term Corporate Bond ETF in Q2 2014 and held it in 1 quarter.
  • United Capital Financial Advisors's State Street SPDR Portfolio Long Term Corporate Bond ETF position peaked at $421K in Q2 2014.
  • 24 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Corporate Bond ETF as of Q3 2014.

Based on United Capital Financial Advisors's 13F filing for Q3 2014, filed 13 Nov 2014.