UCFA
STOR

United Capital Financial Advisors’s STORE Capital Corporation STOR Stock Holding History

United Capital Financial Advisors’s Portfolio STOR Stock Details STOR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-6,676
Closed -$249K – 1402
2019
Q4 		$249K Buy
6,676
+2
+0% +$77 ﹤0.01% 1219
2019
Q3 		$250K Sell
6,674
-882
-12% -$31.6K ﹤0.01% 1126
2019
Q2 		$251K Buy
7,556
+480
+7% +$16.2K ﹤0.01% 1283
2019
Q1 		$238K Buy
+7,076
New +$223K ﹤0.01% 1215
2017
Q2 		– Sell
-19,835
Closed -$474K – 1320
2017
Q1 		$474K Sell
19,835
-2,349
-11% -$57K ﹤0.01% 922
2016
Q4 		$548K Buy
22,184
+5,441
+32% +$140K 0.01% 914
2016
Q3 		$493K Sell
16,743
-481
-3% -$14.3K ﹤0.01% 974
2016
Q2 		$499K Sell
17,224
-5,250
-23% -$138K 0.01% 916
2016
Q1 		$582K Buy
22,474
+4,017
+22% +$98.5K 0.01% 834
2015
Q4 		$428K Buy
+18,457
New +$412K ﹤0.01% 918

Other funds holding STOR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

United Capital Financial Advisors's STOR Position: Q1 2020 in Review

United Capital Financial Advisors sold out of STORE Capital Corporation (STOR) in Q1 2020, closing a stake of 6,676 shares — an estimated $249K sold.

United Capital Financial Advisors first reported a position in STOR in Q4 2015 and held it in 10 quarters. The position peaked at $582K in Q1 2016. 379 funds tracked by Wall St. Rank hold STOR as of Q1 2020.

  • United Capital Financial Advisors reported no remaining STORE Capital Corporation position as of Q1 2020 after selling out during the quarter.
  • United Capital Financial Advisors sold 6,676 STORE Capital Corporation shares in Q1 2020, an estimated $249K.
  • United Capital Financial Advisors first reported a position in STORE Capital Corporation in Q4 2015 and held it in 10 quarters.
  • United Capital Financial Advisors's STORE Capital Corporation position peaked at $582K in Q1 2016.
  • 379 funds tracked by Wall St. Rank held STORE Capital Corporation as of Q1 2020.

Based on United Capital Financial Advisors's 13F filing for Q1 2020, filed 15 May 2020.