United Capital Financial Advisors’s SABRIENT STEALTH PRT CLAYMORE EXCH TRD FD STH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-174,853
| Closed | -$5.92M | – | 1393 |
|
|
2018
Q1 | $5.92M | Sell |
174,853
-2,809
| -2% | -$95.1K | 0.05% | 383 |
|
|
2017
Q4 | $6.56M | Sell |
177,662
-12,467
| -7% | -$460K | 0.05% | 365 |
|
|
2017
Q3 | $6.44M | Sell |
190,129
-1,299
| -0.7% | -$44K | 0.05% | 349 |
|
|
2017
Q2 | $6.03M | Sell |
191,428
-5,574
| -3% | -$176K | 0.05% | 347 |
|
|
2017
Q1 | $5.94M | Sell |
197,002
-7,871
| -4% | -$237K | 0.06% | 343 |
|
|
2016
Q4 | $6.1M | Sell |
204,873
-7,149
| -3% | -$213K | 0.06% | 339 |
|
|
2016
Q3 | $5.91M | Buy |
212,022
+2,762
| +1% | +$76.9K | 0.06% | 354 |
|
|
2016
Q2 | $5.23M | Buy |
209,260
+4,773
| +2% | +$119K | 0.05% | 358 |
|
|
2016
Q1 | $4.93M | Buy |
204,487
+30,529
| +18% | +$736K | 0.05% | 334 |
|
|
2015
Q4 | $4.44M | Buy |
173,958
+13,681
| +9% | +$349K | 0.05% | 358 |
|
|
2015
Q3 | $4.03M | Buy |
160,277
+20,996
| +15% | +$527K | 0.05% | 365 |
|
|
2015
Q2 | $3.97M | Buy |
139,281
+10,324
| +8% | +$294K | 0.05% | 401 |
|
|
2015
Q1 | $3.59M | Buy |
128,957
+8,154
| +7% | +$227K | 0.04% | 417 |
|
|
2014
Q4 | $3.26M | Buy |
120,803
+90,496
| +299% | +$2.44M | 0.05% | 362 |
|
|
2014
Q3 | $782K | Buy |
+30,307
| New | +$782K | 0.01% | 676 |
|