UCFA
STH

United Capital Financial Advisors’s SABRIENT STEALTH PRT CLAYMORE EXCH TRD FD STH Stock Holding History

United Capital Financial Advisors’s Portfolio STH Stock Details STH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value 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 		$6.09M 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 		$3.96M Buy
139,281
+10,324
+8% +$294K 0.05% 401
2015
Q1 		$3.58M 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

Other funds holding STH

HA
Harborview Advisors Portland, Maine $179M AUM 23.7% 1-Year Est. Return
AWA
Acorn Wealth Advisors Grand Blanc, Michigan $410M AUM 21.57% 1-Year Est. Return

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

United Capital Financial Advisors sold out of SABRIENT STEALTH PRT CLAYMORE EXCH TRD FD (STH) in Q2 2018, closing a stake of 174,853 shares — an estimated $5.92M sold.

United Capital Financial Advisors first reported a position in STH in Q3 2014 and held it in 15 quarters. The position peaked at $6.56M in Q4 2017. 2 funds tracked by Wall St. Rank hold STH as of Q2 2018.

  • United Capital Financial Advisors reported no remaining SABRIENT STEALTH PRT CLAYMORE EXCH TRD FD position as of Q2 2018 after selling out during the quarter.
  • United Capital Financial Advisors sold 174,853 SABRIENT STEALTH PRT CLAYMORE EXCH TRD FD shares in Q2 2018, an estimated $5.92M.
  • United Capital Financial Advisors first reported a position in SABRIENT STEALTH PRT CLAYMORE EXCH TRD FD in Q3 2014 and held it in 15 quarters.
  • United Capital Financial Advisors's SABRIENT STEALTH PRT CLAYMORE EXCH TRD FD position peaked at $6.56M in Q4 2017.
  • 2 funds tracked by Wall St. Rank held SABRIENT STEALTH PRT CLAYMORE EXCH TRD FD as of Q2 2018.

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