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United Capital Financial Advisors’s Stratasys SSYS Stock Holding History

United Capital Financial Advisors’s Portfolio SSYS Stock Details SSYS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-5,164
Closed -$624K – 1190
2014
Q3 		$624K Buy
+5,164
New +$584K 0.01% 724
2014
Q2 		– Sell
-5,116
Closed -$543K – 912
2014
Q1 		$543K Buy
+5,116
New +$612K 0.01% 619

Other funds holding SSYS

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HAM
HHR Asset Management Berkeley Heights, New Jersey $552M AUM 15.61% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
KCM
Kornitzer Capital Management Shawnee Mission, Kansas $4.65B AUM 23.83% 1-Year Est. Return
CCM
Cornerstone Capital Management Edina, Minnesota $635M AUM 11.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

United Capital Financial Advisors's SSYS Position: Q4 2014 in Review

United Capital Financial Advisors sold out of Stratasys (SSYS) in Q4 2014, closing a stake of 5,164 shares — an estimated $624K sold.

United Capital Financial Advisors first reported a position in SSYS in Q1 2014 and held it in 2 quarters. The position peaked at $624K in Q3 2014. 281 funds tracked by Wall St. Rank hold SSYS as of Q4 2014.

  • United Capital Financial Advisors reported no remaining Stratasys position as of Q4 2014 after selling out during the quarter.
  • United Capital Financial Advisors sold 5,164 Stratasys shares in Q4 2014, an estimated $624K.
  • United Capital Financial Advisors first reported a position in Stratasys in Q1 2014 and held it in 2 quarters.
  • United Capital Financial Advisors's Stratasys position peaked at $624K in Q3 2014.
  • 281 funds tracked by Wall St. Rank held Stratasys as of Q4 2014.

Based on United Capital Financial Advisors's 13F filing for Q4 2014, filed 13 Feb 2015.