UCFA
TLP

United Capital Financial Advisors’s Transmontaigne TLP Stock Holding History

United Capital Financial Advisors’s Portfolio TLP Stock Details TLP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-4,990
Closed -$223K – 1332
2017
Q1 		$223K Sell
4,990
-3,400
-41% -$152K ﹤0.01% 1156
2016
Q4 		$371K Sell
8,390
-3,175
-27% -$140K ﹤0.01% 1001
2016
Q3 		$477K Buy
+11,565
New +$477K ﹤0.01% 981