UCFA
TI

United Capital Financial Advisors’s Telecom Italia TI Stock Holding History

United Capital Financial Advisors’s Portfolio TI Stock Details TI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-12,711
Closed -$76K – 1410
2018
Q3 		$76K Buy
+12,711
New +$88K ﹤0.01% 1303

Other funds holding TI

BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

United Capital Financial Advisors's TI Position: Q4 2018 in Review

United Capital Financial Advisors sold out of Telecom Italia (TI) in Q4 2018, closing a stake of 12,711 shares — an estimated $76K sold.

United Capital Financial Advisors first reported a position in TI in Q3 2018 and held it in 1 quarter. The position peaked at $76K in Q3 2018. 97 funds tracked by Wall St. Rank hold TI as of Q4 2018.

  • United Capital Financial Advisors reported no remaining Telecom Italia position as of Q4 2018 after selling out during the quarter.
  • United Capital Financial Advisors sold 12,711 Telecom Italia shares in Q4 2018, an estimated $76K.
  • United Capital Financial Advisors first reported a position in Telecom Italia in Q3 2018 and held it in 1 quarter.
  • United Capital Financial Advisors's Telecom Italia position peaked at $76K in Q3 2018.
  • 97 funds tracked by Wall St. Rank held Telecom Italia as of Q4 2018.

Based on United Capital Financial Advisors's 13F filing for Q4 2018, filed 14 Feb 2019.