United Capital Financial Advisors’s TripAdvisor TRIP Stock Holding History

United Capital Financial Advisors’s Portfolio TRIP Stock Details TRIP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	–	Sell	-5,630	Closed	-$304K	–	1403
2018 Q4	$304K	Buy	5,630 +73	+1%	+$4.04K	﹤0.01%	1056
2018 Q3	$284K	Buy	5,557 +949	+21%	+$51.9K	﹤0.01%	1128
2018 Q2	$257K	Buy	+4,608	New	+$220K	﹤0.01%	1148
2017 Q4	–	Sell	-8,756	Closed	-$355K	–	1357
2017 Q3	$355K	Sell	8,756 -105	-1%	-$4.26K	﹤0.01%	1060
2017 Q2	$338K	Sell	8,861 -715	-7%	-$29.6K	﹤0.01%	1039
2017 Q1	$413K	Buy	9,576 +65	+0.7%	+$3.08K	﹤0.01%	960
2016 Q4	$441K	Sell	9,511 -2,726	-22%	-$150K	﹤0.01%	959
2016 Q3	$773K	Sell	12,237 -2,260	-16%	-$145K	0.01%	845
2016 Q2	$928K	Buy	14,497 +2,404	+20%	+$156K	0.01%	757
2016 Q1	$804K	Sell	12,093 -845	-7%	-$55.9K	0.01%	758
2015 Q4	$1.1M	Sell	12,938 -1,412	-10%	-$114K	0.01%	668
2015 Q3	$904K	Sell	14,350 -2,997	-17%	-$227K	0.01%	719
2015 Q2	$1.51M	Sell	17,347 -2,096	-11%	-$170K	0.02%	642
2015 Q1	$1.56M	Buy	+19,443	New	+$1.53M	0.02%	620

Other funds holding TRIP

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

JSP

Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return

Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

BCM

Bares Capital Management Austin, Texas $1.08B AUM 38.13% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

United Capital Financial Advisors's TRIP Position: Q1 2019 in Review

United Capital Financial Advisors sold out of TripAdvisor (TRIP) in Q1 2019, closing a stake of 5,630 shares — an estimated $304K sold.

United Capital Financial Advisors first reported a position in TRIP in Q1 2015 and held it in 14 quarters. The position peaked at $1.56M in Q1 2015. 406 funds tracked by Wall St. Rank hold TRIP as of Q1 2019.

United Capital Financial Advisors reported no remaining TripAdvisor position as of Q1 2019 after selling out during the quarter.
United Capital Financial Advisors sold 5,630 TripAdvisor shares in Q1 2019, an estimated $304K.
United Capital Financial Advisors first reported a position in TripAdvisor in Q1 2015 and held it in 14 quarters.
United Capital Financial Advisors's TripAdvisor position peaked at $1.56M in Q1 2015.
406 funds tracked by Wall St. Rank held TripAdvisor as of Q1 2019.

Based on United Capital Financial Advisors's 13F filing for Q1 2019, filed 14 May 2019.