UCFA
TAST

United Capital Financial Advisors’s Carrols Restaurant Group, Inc. TAST Stock Holding History

United Capital Financial Advisors’s Portfolio TAST Stock Details TAST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-33,688
Closed -$409K – 1375
2017
Q4 		$409K Hold
33,688
– – ﹤0.01% 1019
2017
Q3 		$367K Buy
+33,688
New +$391K ﹤0.01% 1048

Other funds holding TAST

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PCMF
Private Capital Management (Florida) Naples, Florida $1B AUM 15.98% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
CC
Cannell Capital Alta, Wyoming $163M AUM 40.62% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CSC
Cove Street Capital El Segundo, California $76.6M AUM 36% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

United Capital Financial Advisors's TAST Position: Q1 2018 in Review

United Capital Financial Advisors sold out of Carrols Restaurant Group, Inc. (TAST) in Q1 2018, closing a stake of 33,688 shares — an estimated $409K sold.

United Capital Financial Advisors first reported a position in TAST in Q3 2017 and held it in 2 quarters. The position peaked at $409K in Q4 2017. 123 funds tracked by Wall St. Rank hold TAST as of Q1 2018.

  • United Capital Financial Advisors reported no remaining Carrols Restaurant Group, Inc. position as of Q1 2018 after selling out during the quarter.
  • United Capital Financial Advisors sold 33,688 Carrols Restaurant Group, Inc. shares in Q1 2018, an estimated $409K.
  • United Capital Financial Advisors first reported a position in Carrols Restaurant Group, Inc. in Q3 2017 and held it in 2 quarters.
  • United Capital Financial Advisors's Carrols Restaurant Group, Inc. position peaked at $409K in Q4 2017.
  • 123 funds tracked by Wall St. Rank held Carrols Restaurant Group, Inc. as of Q1 2018.

Based on United Capital Financial Advisors's 13F filing for Q1 2018, filed 15 May 2018.