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United Capital Financial Advisors’s Stewart Information Services STC Stock Holding History

United Capital Financial Advisors’s Portfolio STC Stock Details STC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-7,727
Closed -$288K – 1271
2015
Q4 		$288K Sell
7,727
-1,082
-12% -$44.2K ﹤0.01% 1032
2015
Q3 		$360K Sell
8,809
-789
-8% -$31.3K ﹤0.01% 1003
2015
Q2 		$382K Buy
9,598
+46
+0.5% +$1.76K ﹤0.01% 1012
2015
Q1 		$349K Buy
+9,552
New +$357K ﹤0.01% 1024

Other funds holding STC

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
FAM
Foundation Asset Management White Plains, New York $116M AUM 31.02% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $455M AUM 2.3% 1-Year Est. Return
BCM
Basswood Capital Management New York $2.51B AUM 26.71% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TSW
Thompson Siegel & Walmsley Richmond, Virginia $5.57B AUM 9.46% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

United Capital Financial Advisors's STC Position: Q1 2016 in Review

United Capital Financial Advisors sold out of Stewart Information Services (STC) in Q1 2016, closing a stake of 7,727 shares — an estimated $288K sold.

United Capital Financial Advisors first reported a position in STC in Q1 2015 and held it in 4 quarters. The position peaked at $382K in Q2 2015. 153 funds tracked by Wall St. Rank hold STC as of Q1 2016.

  • United Capital Financial Advisors reported no remaining Stewart Information Services position as of Q1 2016 after selling out during the quarter.
  • United Capital Financial Advisors sold 7,727 Stewart Information Services shares in Q1 2016, an estimated $288K.
  • United Capital Financial Advisors first reported a position in Stewart Information Services in Q1 2015 and held it in 4 quarters.
  • United Capital Financial Advisors's Stewart Information Services position peaked at $382K in Q2 2015.
  • 153 funds tracked by Wall St. Rank held Stewart Information Services as of Q1 2016.

Based on United Capital Financial Advisors's 13F filing for Q1 2016, filed 11 May 2016.