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 Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-4,990
Closed -$223K – 1332
2017
Q1 		$223K Sell
4,990
-3,400
-41% -$155K ﹤0.01% 1156
2016
Q4 		$371K Sell
8,390
-3,175
-27% -$132K ﹤0.01% 1001
2016
Q3 		$477K Buy
+11,565
New +$484K ﹤0.01% 981

Other funds holding TLP

ACP
ArcLight Capital Partners Boston, Massachusetts $83.2M AUM 32.11% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 17.47% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GXMC
Global X Management Company New York $5.62B AUM 10.7% 1-Year Est. Return

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

United Capital Financial Advisors sold out of Transmontaigne (TLP) in Q2 2017, closing a stake of 4,990 shares — an estimated $223K sold.

United Capital Financial Advisors first reported a position in TLP in Q3 2016 and held it in 3 quarters. The position peaked at $477K in Q3 2016. 73 funds tracked by Wall St. Rank hold TLP as of Q2 2017.

  • United Capital Financial Advisors reported no remaining Transmontaigne position as of Q2 2017 after selling out during the quarter.
  • United Capital Financial Advisors sold 4,990 Transmontaigne shares in Q2 2017, an estimated $223K.
  • United Capital Financial Advisors first reported a position in Transmontaigne in Q3 2016 and held it in 3 quarters.
  • United Capital Financial Advisors's Transmontaigne position peaked at $477K in Q3 2016.
  • 73 funds tracked by Wall St. Rank held Transmontaigne as of Q2 2017.

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