UCFA
TCP

United Capital Financial Advisors’s TC Pipelines LP TCP Stock Holding History

United Capital Financial Advisors’s Portfolio TCP Stock Details TCP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-4,010
Closed -$239K – 1326
2017
Q1 		$239K Sell
4,010
-5,125
-56% -$309K ﹤0.01% 1134
2016
Q4 		$537K Sell
9,135
-422
-4% -$22.8K 0.01% 922
2016
Q3 		$545K Buy
9,557
+5,112
+115% +$276K 0.01% 943
2016
Q2 		$253K Buy
+4,445
New +$241K ﹤0.01% 1093
2015
Q2 		– Sell
-6,536
Closed -$445K – 1320
2015
Q1 		$445K Buy
6,536
+3,299
+102% +$216K 0.01% 936
2014
Q4 		$231K Buy
+3,237
New +$222K ﹤0.01% 1045

Other funds holding TCP

O
OppenheimerFunds New York $80.4B AUM 17.47% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
CCCA
Center Coast Capital Advisors Houston, Texas $3.72B AUM 13.09% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AR
Argyll Research Wilmington, Delaware $377M AUM 4.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

United Capital Financial Advisors's TCP Position: Q2 2017 in Review

United Capital Financial Advisors sold out of TC Pipelines LP (TCP) in Q2 2017, closing a stake of 4,010 shares — an estimated $239K sold.

United Capital Financial Advisors first reported a position in TCP in Q4 2014 and held it in 6 quarters. The position peaked at $545K in Q3 2016. 184 funds tracked by Wall St. Rank hold TCP as of Q2 2017.

  • United Capital Financial Advisors reported no remaining TC Pipelines LP position as of Q2 2017 after selling out during the quarter.
  • United Capital Financial Advisors sold 4,010 TC Pipelines LP shares in Q2 2017, an estimated $239K.
  • United Capital Financial Advisors first reported a position in TC Pipelines LP in Q4 2014 and held it in 6 quarters.
  • United Capital Financial Advisors's TC Pipelines LP position peaked at $545K in Q3 2016.
  • 184 funds tracked by Wall St. Rank held TC Pipelines LP as of Q2 2017.

Based on United Capital Financial Advisors's 13F filing for Q2 2017, filed 14 Aug 2017.