UCFA
STJ

United Capital Financial Advisors’s St Jude Medical STJ Stock Holding History

United Capital Financial Advisors’s Portfolio STJ Stock Details STJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-7,489
Closed -$601K – 1313
2016
Q4 		$601K Sell
7,489
-136
-2% -$10.8K 0.01% 886
2016
Q3 		$608K Sell
7,625
-1,496
-16% -$121K 0.01% 905
2016
Q2 		$711K Sell
9,121
-190,616
-95% -$13.6M 0.01% 830
2016
Q1 		$11M Buy
199,737
+20,775
+12% +$1.13M 0.12% 179
2015
Q4 		$11.1M Buy
178,962
+4,398
+3% +$277K 0.13% 181
2015
Q3 		$11M Buy
174,564
+2,881
+2% +$206K 0.13% 171
2015
Q2 		$12.5M Sell
171,683
-615
-0.4% -$44.4K 0.15% 165
2015
Q1 		$12.1M Buy
172,298
+8,154
+5% +$542K 0.15% 173
2014
Q4 		$10.7M Buy
164,144
+3,568
+2% +$230K 0.16% 154
2014
Q3 		$9.65M Buy
160,576
+3,735
+2% +$244K 0.17% 155
2014
Q2 		$10.9M Buy
156,841
+2,510
+2% +$163K 0.2% 131
2014
Q1 		$10.1M Sell
154,331
-48,184
-24% -$3.14M 0.22% 110
2013
Q4 		$12.5M Buy
+202,515
New +$11.7M 0.43% 61
2013
Q3 		– Sell
-207,444
Closed -$9.47M – 775
2013
Q2 		$9.47M Buy
+207,444
New +$8.99M 0.25% 105

Other funds holding STJ

FPF
FNY Partners Fund New York $185M AUM 32.59% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AIM
Advantage Investment Management Cedar Rapids, Iowa $128M AUM 3.61% 1-Year Est. Return

United Capital Financial Advisors's STJ Position: Q1 2017 in Review

United Capital Financial Advisors sold out of St Jude Medical (STJ) in Q1 2017, closing a stake of 7,489 shares — an estimated $601K sold.

United Capital Financial Advisors first reported a position in STJ in Q2 2013 and held it in 14 quarters. The position peaked at $12.5M in Q4 2013. 4 funds tracked by Wall St. Rank hold STJ as of Q1 2017.

  • United Capital Financial Advisors reported no remaining St Jude Medical position as of Q1 2017 after selling out during the quarter.
  • United Capital Financial Advisors sold 7,489 St Jude Medical shares in Q1 2017, an estimated $601K.
  • United Capital Financial Advisors first reported a position in St Jude Medical in Q2 2013 and held it in 14 quarters.
  • United Capital Financial Advisors's St Jude Medical position peaked at $12.5M in Q4 2013.
  • 4 funds tracked by Wall St. Rank held St Jude Medical as of Q1 2017.

Based on United Capital Financial Advisors's 13F filing for Q1 2017, filed 12 May 2017.